Custom Fields in Opportunity Lists
In the same vein of wanting to be able to filter on custom fields within proposal, we would also like to be able to choose these as columns on our custom lists so that we could sort by those fields.
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Ryan Car
- Mar 14 2016
Related ideas
We also need this to be able to use Opportunities properly.
I agree.
Yes - need Likelihood/rating in Opportunity Lists.
There is no ability to even see the Custom Attributes on an Opportunity in any list which is currently rendering them useless. Please add!
Because some fields don't exist in NXT that are in the database for Opportunities it is really important to be able to filter by custom fields. In the suggestion about adding a couple of fields that are in the database- https://community.blackbaud.com/products/raisersedgenxt/ideas- one of the suggestions made by Blackbaud was to use custom fields more.-
We do have to be careful about bloating the default fields in NXT. In some cases, if fields are not commonly used, it may make sense to use custom fields. Is that an option for any of these - Rating, Instrument, or Type of Gift? Can you explain how these fields add value for your users? What are they doing with that data?
Would other field names make sense...for example maybe Rating would be better named as "Likelihood"?
Renamed fields do not carry over to NXT with their custom name - only the default name is used (ie. Instrument would show instead of Format).-
If the thought is to use them more then we need to be able to filter by them.
Custom fields in proposals/opportunities are needed in Lists as both columns and filters.