In RE NXT under Opportunities, transfer/show the notes from the RE database prospect/proposal tab
With all of my grants/proposals that I have entered into the RE database under the prospect tab, then proposals, I also use the "notes" section within the proposal tab to discuss contacts/info related specifically to that proposal. However, I see none of these notes have transferred over to my constiuents in RE NXT, which is really critical to my whole portfolio and includes MANY of my constituents. Ideally the notes would transfer over directly under the opportunities sections, similar to how they are linked to my proposal in the database, but they don't even show up in the general notes section of NXT. I would also like to see a feature to add a note under opportunities, as it relates specicically to each proposal/opportunity, versus putting ALL notes in the general notes section.
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Guest
- Nov 1 2016
- Reviewed: Voting Open
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- +46
Related ideas
Notes is an important part of our proposals/opportunities. We use them in databaseview. They need to transfer over to NXT.
The current Opportunities layout in Raiser's Edge NXT lacks the efficiency and compact design of the traditional Database View. The current presentation of the "General Tab" across four separate tiles creates unnecessary scrolling and lacks valid information from the other tabs. This has broken its purpose as a true management tool for Solicitors and Moves Managers.
NXT Opportunities interface should mirror the tabbed structure of Database View. Implementing a clean, tab-driven layout will consolidate information and streamline workflows.
General: Core proposal details in a single, compact view.
Actions: Scheduled and completed touchpoints relating to the opportunity.
Media: Attached documentation relating to the opportunity.
Custom Fields: Attributes and unique tracking metrics for the fields that didn't transfer.
Notes: Detailed narratives and background information relating to this opportunity.
Notes is extremely important for opportunities, to be able to track information on changes and updates. We use opportunities to track all of our grants and it's important for the grant writers to be able to add and view notes.
This is SO SO SO critically important!
This is existing functionality in database view. Why is it not included in the WEB view? We need to be able to enter Notes on Opportunities in WEB view this is critical for our relationship managers to keep track of these donors.
The proposal notes are perhaps the single most critical piece of data in our system, as they are a 'diary' of the relationship between the donor and the school, giving critical insight into the discussion/solicitation of a major gift. Until Proposal Notes are available in NXT, we cannot use NXT for major gift solicitation.
This is existing functionality in database view. Why is it not included in the WEB view? We need to be able to enter Notes on Opportunities in WEB view if we are going to only be able to use WEB view.
Requoting Nathan Sharp: Core functionality like this is essential if web view is ever expected to be the primary UI for RE.
Core functionality like this is essential if web view is ever expected to be the primary UI for RE.
It's essential for us as otherwise the opportunities area of NXT is unusable.
This will be important to us to ensure we can capture detailed information on our opportunities. Considering it is not possible to increase the character limit on custom fields, there is no way to log detailed notes on our proposals.
It's completely mad that this hasnt been fixed yet. Notes under Proposal from database view MUST be viewable on NXT otherwise we can't adopt the Opportunities area of NXT.
We need to see Proposal Notes in Opportunities in NXT, otherwise we have to keep using database view. This is crucial. also we need to see all the information under the general tab of the proposal in both database view and Web view
This is where our fundraisers provided further explanation of the proposed project, general strategy notes, ask ranges, verbal commitments, reason for decline, etc.
This is a huge issue for our organisation where we were using notes to track updates on proposals and now fundraisers can't see this in NXT, they may stop updating it! It feels strange to have this vital aspect of their work missing.
Yes! I added so many notes before I realized my team can't even see them!
Yes I would also like the proposal notes on RE to pull through to the opportunities tab on NXT
We need to see Proposal Notes in Opportunities in NXT, otherwise we have to keep using database view. This is crucial for our staff who work in this area.
Adding another voice to the chorus. Essential to have an ability to keep progress notes directly in the opportunity record.
This is vital! We have so many notes that have been created in Proposals in the database view that are no where in NXT. I have a feeling this will be a huge problem getting people out of the database and over to NXT and it might actually force us to look at another system all together. We need to be able to see all the notes that are in the database, please!