Strategy Summary Note on Opportunities

I like the new feature of having the Summary Note on the Constituent Record. Something similar to this on the Opportunity level would be very helpful, as currently there is no way to capture a Strategy/Cultivation Plan on the opportunity level. One could capture this as a note on the constituent record, but then it is buried. It would be great if just a note field resided on the opportunity so that an officer could capture this high level strategy paragraph and it would be front and center.

  • Ryan Car
  • Jul 22 2015
  • Shipped
  • Aug 29, 2016

    Admin response

    Thanks for the suggestion!  We recently added the ability to include a summary note on Opportunities in the RE NXT web view.

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  • Jen Claudy commented
    November 08, 2016 00:44

    Can this field be available under the Edit Opportunity window?  It appears that I must open the full Opportunity Record to access this summary note.

    in general, it's very confusing to have several ways to update/add/edit data in NXT.  Sometimes you must open the full record, sometimes you open an Edit window from a [...] icon, sometimes you can edit all fields from the same [...] and sometimes certain fields need to be edited via a different [...] option.

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