Yes, we use the Reason field in Proposals, without having that in Webview will require us to create an export to segment the existing proposal data. If our Fundraisers are inputting new opportunities in Webview that key field will be missing.
Yes, we need this too! We use opportunities for major gift asks as well as grant requests, so we really need every field available. Since I realize NXT is a work in progress, I would like to mention that our first priority is type of gift since this is where we can indicate whether this is a grant application or a major gift ask. I will also mention that some fields such as notes and custom fields (attributes) are available when you open the entire Opportunity record in NXT, even though they are not accessible when you first add the action. It would be nice to have that functionality from the outset.
Yes, we use the Reason field in Proposals, without having that in Webview will require us to create an export to segment the existing proposal data. If our Fundraisers are inputting new opportunities in Webview that key field will be missing.
Yes, we need this too! We use opportunities for major gift asks as well as grant requests, so we really need every field available. Since I realize NXT is a work in progress, I would like to mention that our first priority is type of gift since this is where we can indicate whether this is a grant application or a major gift ask. I will also mention that some fields such as notes and custom fields (attributes) are available when you open the entire Opportunity record in NXT, even though they are not accessible when you first add the action. It would be nice to have that functionality from the outset.