Confirming Opportunity fields from DBV missing in Web View

Chris Zello
Chris Zello
Sixth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions

When I'm comparing what fields are in Database View Proposals to what exists currently in Web View Opportunities, it looks like Instrument and Reason are both missing from the Opportunity.

Rating (DBV) is named Likelihood (WV).

Or did I miss something else?

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Chris Zello - Yep, your correct - plus, the notes tab doesn't exactly translate to WV. The summary field available at the top of the opportunity will be saved as a note in DBV, but you can't add additional notes via WV nor will additional notes from DBV appear in WV.

  • Delphine Rocher-Lewis
    Delphine Rocher-Lewis Community All-Star
    Second Anniversary Kudos 2 First Reply Name Dropper

    @Chris Zello
    Contact, “Original amount asked” and “Original date asked” are also not in Web View.

  • Elizabeth Johnson
    Elizabeth Johnson Community All-Star
    Tenth Anniversary Kudos 5 First Reply All-Star Challenge: End of Year Fundraising Toolkit

    Edited 4/29/25 - See @Dan Snyder's amazing response today to my assumption within! Thanks Dan!

    @Delphine RocherLewis I don't have those fields in either my dbv or my wv. I wonder if they were changed in your field settings. It would be interesting to see how yours “Fields” vs. “Display As” line up. Here is a screenshot of my configuration. I should hide reason, I've renamed fields in the dbv to match the names in the wv where possible.

    9a3fbccc815719ea6bf5426aa7374f1f-huge-sc


  • Dan Snyder
    Dan Snyder Community All-Star
    Tenth Anniversary Kudos 5 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    @Elizabeth Johnson
    The original amount asked and date asked are at the bottom of proposals/opportunities in database view. They are tricky to get exported as they are only available in export and using the export module for proposal/opportunity information is…difficult. ?

    @Delphine RocherLewis You are correct it is not listed anywhere in webview. Off to the idea bank we go :).

    7ef0718d41212c7ba82d7c1b2f70de80-huge-im

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