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Add additional fields to Opportunity
I would like to propose adding three additional fields to the opportunity: Expected Response Date Currently there is only one Response Date Field on the opportunity and it is used for multiple purposes and meanings depending on the status of the...1 Reviewed: Voting Open
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Default the type and use codes per designation on the opportunity record to those on the purpose/designation record.
Why: Currently when selecting a designation on an Opportunity, the user is asked to input Type and Use Codes. The Type and Use Codes would be very good data on the Opportunity, but it is burdensome to ask the user to remember or look up the Type a...0 Reviewed: Voting Open
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Add an option to no longer require having the opportunity designation amount equal the ask amount in a qualified status
Currently the Opportunity Designation Amount must equal the Ask Amount if the opportunity is set to a qualified status. This can be misleading as you will not know the actual amount asked for until you have asked for the gift.0 Reviewed: Voting Open
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add the ability in ECRM to be able to split naming opportunites.
A naming opp cannot be linked to more than one constituent. For example, if a space is funded by two different donors (which happens), there is no way to reflect this. (Naming opp is $1 million; donor A gives $600,000 and donor B gives $400,000 an...0
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Use the opportunity ask date as the date used to populate the opportunities and asks numbers in Major Giving Management
When a new prospect manager leaves and a replacement is hired, the PMs prospects and plans move to the new hire. When we add the new hire to the Organizational Hierarchy under Administration with the true hire date, the opportunities associated wi...1 Reviewed: Voting Open
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Opportunity Unassociated Revenue Search, allow for the Event registrations type to show the Event Name
When linking an opportunity to event registrations, it is hard to tell what Event Registration to link to the client when they have multiple event registrations. They sometimes show Designations, and by design do not show the date. It would be hel...0
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The Overdue Asks for an opportunity should be based on the expected ask date.
Currently Overdue Asks for a prospect are based on the opportunity ask date. From a workflow standpoint it would make more sense to have Overdue Asks based on the expected ask date. -
Relax rules tying various amounts to each other and the Opportunity Status on the Add/Edit Opportunity form
My organization would like to configure some of our opportunities differently than what CRM allows. Currently, it is not possible to have an expected ask amount, a designation, and a designation amount without an ask amount on a Qualified Opportun...0
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Allow filter to specify multiple revenue types on the Opportunity Unassociated Revenue Search form
My organization doesn't want to include event registrations in the Opportunity Unassociated Revenue Search form results as it adds to many results. Currently, the filter on the search form only allows us to select one revenue type. Because we are ... -
move or add the "link opportunity" button to the actual Event Registration Payment vs the Event Registration
In 4.0 SP11 a feature was added to allow linking opportunities to event registrations. This makes more sense to be present on the payment page for the event registration since a constituent can register for an event and not necessarily pay for it.0