"Purpose" field in Proposals/Opportunities

Claudia Bickel

Hello RE/NXT Community,


We would like to mark the "Purpose" field in Proposal records as not required, and in the process, I am finding I cannot do this. I have been on BB chat and am being told that it is a hard coded field.


a) In others' experiences - is it indeed hard coded?


b) If you could also share if and how you have found this field helpful, I would really appreciate it. We are in the process of configuring tables for Proposals/Opportunities, and we are finding that if we already have campaign and fund fields populated, the "purpose" appears to be extraneous/duplicative. We find ourselves just trying to come up with terms to fill it rather than having a reason for using it.


Thank you!


Claudia Bickel

Director of Prospect Management and Research

Carroll College

Helena, MT
cbickel@carroll.edu







 

John Heizer

I can confirm that RE is hard-coded to require the field (yellow shading indicates that the option cannot be changed) though from a database architecture standpoint I don't understand why it would be required.




We use it to specify, beyond just the Fund, what the intent is, particularly for restricted gifts (we don't create a new fund for each restriction).




If you find the field redundant then you could create a general "!Unspecified" field entry (the ! will make it show at the top of all listings, making it easier to chose).



 

Mark Guncheon

Hi Claudia,

It is hard-coded so it is required in order to save a proposal.

I would recommend keeping the number of purposes low. We have 7 now. These were the original ones we used:

Annual Giving

Events

Major Gifts

Planned Giving


Then we added:

Grants & Contracts

Clinician engagement

Corporate sponsorship


Hope this helps.


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