Make Proposal Reason field available in RE NXT

Our proposal statuses are basic and the Reason gives more detail.  For example, we have a status called 'Closure' and use the reasons to give specifics, such as 'Gift/Pledge Received', 'Withdrawn', 'Declined'.  It would be great if we didn't have to go into the database view to add the reason.

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  • Mar 1 2016
Opportunities
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  • Erika Mahoney Yen commented
    January 12, 2023 19:54

    We use the opportunity status to indicate the information that is listed above and does not apply to our usage of the module. That being said, it is a valuable part of our reporting process.


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  • Erika Mahoney Yen commented
    January 12, 2023 19:53

    The Proposal Reason field is valuable to us as it indicates which part of our operations and services the proposal will be funding. Not having having that in the NXT interface hinders our data visualization of this side of our grant activity.

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  • Carrie Hernandez commented
    September 07, 2016 20:18

    We shaped our prospect management system based on the proposals in the database version and followed some guidelines recommended by Blackbaud.  Blackbaud included the Reason as a tool in those guidelines.  Since Blackbaud has eliminated Reason in the NXT view- a big component of our reporting is not available for fundraisers to view and add to in RE NXT.  This has caused confusion for the fundraisers and added hours of work to Prospect Development staff.  We rely on reason for our active proposal reports.  Please include the reason on the RE NXT version.  Otherwise, we may have to revamp a big component of our prospect management policy since an integral competent is no longer available for the fundraisers to view and edit in NXT.

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