All of the fields on the right-hand side of the proposal screen in database view would be extremely helpful to replicate in the NXT view. We use "type of gift" in the proposal screen to distinguish between a planned gift proposal or otherwise but I don't see that field, or anything to use as a substitute, in NXT. Additionally, it is necessary for us to track the date the proposal is declined for forecasting & closure rate purposes. It would be awesome if there was a separate field called "Declined Date." Filling in a date for a declined proposal in the "funded date" field feels odd to the gift officer and is not intuitive. Thanks.
Thank you for the feedback.
A key goal of this request was to ensure that fundraisers could manage opportunities in web view without needing to return to database view to access important proposal and tracking information.
Since this idea was submitted, we've expanded opportunity management in Raiser's Edge NXT by bringing the remaining proposal fields from database view into web view and enhancing opportunity lifecycle management. Fundraisers can now track opportunity outcomes using lifecycle statuses and closure reasons, including scenarios such as Deferred and Declined, providing greater visibility into the disposition of opportunities.
These lifecycle enhancements also provide a more intuitive way to track opportunities that are no longer moving forward, rather than relying on funded date fields to indicate a declined proposal. This allows organizations to better understand opportunity outcomes and support forecasting and pipeline analysis.
Because the requested proposal information is now available in web view and opportunity lifecycle tracking now supports completed statuses and outcome reasons, we are marking this idea as Shipped.
Thank you for helping us improve opportunity management in Raiser's Edge NXT.
Also, why is Opportunity Date Rated available in Insight Designer, but it's not visible in webview, plus Opportunity Date Added is NOT available in Insight Designer. Please please please give us more alignment of fields from Database View to Webview to Insight Designer. Thx!
I can query on opportunity reason (a required field for us in database view) but I can't see it or add it to a record in webview. This is a renamed field, not a note which is the answer I see (notes aren't transferring) when I tried to search this issue on knowledgebase.
For users who work only in NXT - the missing fields are a problem. Database administrators have to constantly check for missing fields that are needed for reporting, NXT Reports, and much mor.
I would vote for this as well as the DATE RATED field is a very important piece of data for us. As it is we will have to continue to make this entry in DB view until an analog in NXT is created.
We renamed a couple of fields in RE7 but unfortunately it didn't carry over to NXT when we converted so now it doesn't work for our fund development team as well.
Adding appeals field would be helpful as there is a campaign and fund field.
Decline date would be AMAZING!
we use type of gift and Reason fields. Would love to see them soon so our fundraisers don't have to log into the 'dark side' of RE. :-)
I voted for this, because I agree with adding more fields (like Campaign, Funds, etc.)
Side note: I haven't come across the need for the new fields for Declined date. We have a status called declined. and NXT tracks status history/age.
Yes this would be extremely useful. We have also renamed two of these fields so would want to be sure the fields per their rename appear there.
Perhaps we could choose, as an organisation, which fields to show, so as not to clutter up the view.