As a field Development Officer I make visits to remote areas and like to take a look at my last notes on visits and prior proposals/opportunities left with my donors. It would make more sense to have the ability to place notes directly under opportunities in NXT and not have to search for them in other notes or go back to the old data base to locate them. Currently I place notes in the note section listed as opportunities but this could get to be confusing for anyone else looking at my work or for someone who might be following up once I am no longer at the agency
It looks like you can now add a summary note on an opportunity but it does not sync to the database view and you cannot report on this information in the web view. I am the Prospect Data Manager at my institution and we wanted to use this field for strategic plan for intended ask to be reviewed monthly at our Moves Management meeting.
I am adding my support to this request.
Just adding our voice here - This area has previously been used for Bequests. Please provide a way to enter and manage notes around a proposal/opportunity.
This seems intuitive that a note regarding an Opportunity would show up in both NXT and RE. It would provide the continuity that I think Blackbaud would want for its customers.
This has come up with our team as we would like to document combined (annual fund, gala, capital campaign) asks in the opportunities section, rather than having to enter 4 different opportunities for one person in a fiscal year.
Please surface the notes field from Proposals/Opportunities in Database View to RE NXT web view. This is especially critical in organizations that do combined asks for fundraising and they don't want to enter a separate opportunity for each element of a large ask (e.g., they want to enter one Proposal/Opportunity for $100K - even though $25K is for Annual Giving and $75K is for Endowment) - Proposal/Opportunity notes always afforded a quick way to list the breakdown.
Being able to access and add notes directly to the proposal/opportunity in RE NXT is critically important as there are instances when a note is needed to store additional information about the proposal is needed vs. creating an action record. Creating an action record would not be the appropriate course of action for any information that is evergreen to the opportunity and more general info in nature--this type of information needed to be in a location that can be quickly referenced. A dated action record gets lost in the historic actions and does not preserve it as evergreen to that opportunity.
This has recently come up with our team as well; our relationships mangers use notes in the Opportunities/Proposals to inform and update them, and therefore need quick access to them without jumping back to the database view.
Please add to list!