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Change designations or allow to be blank for opportunities without the Solicitor becoming unlinked
When a designation is changed in batch the solicitor becomes unlinked from the opportunity. We need to be able to change the designation without the solicitor losing credit.3 Reviewed: Voting Open
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Opportunity in Enhanced Revenue Batch
The Opportunity functionality in Enhanced Revenue Batch is a step backwards from V2.7. “Linking gifts to Opportunities is important for reporting on progress of fundraisers’ efforts and ensuring that we don’t continue to press donors for gifts wh...0 Reviewed: Voting Open
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Allow opportunities to be linked to revenue with an application of 'Other'
Our organization raises revenue that is not considered a donation. These are things like cause-related marketing, fee-for-service contracts and investment income. We would use the opportunity area for tracking the potential pipeline for this reven...4 Reviewed: Voting Open
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Add an expected amount field to opportunities
Fundraisers would like the ability to enter in an expected amount for their opportunities. This differs from expected ask amount and likelihood. As in my "expected ask amount" is $1 million, my "expected amount" is $750,000 and my "likelihood" rat...0 Reviewed: Voting Open
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Enhance Batch (lower priviledge role) to allow to associate revenue to an Opportunity WITHOUT also being able to change designation
“A ssociating revenue” to an opportunity in batch is not very well designed in CRM. Associating revenue to an opportunity after the transaction is posted should be a suitable option, but that currently also requires EDIT capabilities that would al...0 Reviewed: Voting Open
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Improve Readability of Interaction Comments in the Details Pane
The details panel for Interaction comments is so small (only displays a few lines) and scrolling is difficult, making it not very useable. We need more real estate for the Comments. Today, staff have to go into Edit mode in order to read the comme...0 Reviewed: Voting Open
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Allow multiple transactions to be chosen from Existing Revenue in Opportunity
Currently when adding Existing Revenue to an opportunity, you can only select one transaction at a time after searching for the constituent. Constituents regularly make multiple transactions for their revenue and it would be great to associate mul...0 Reviewed: Voting Open
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Enhance search feature for linking associated revenue to an opportunity
Currently, it takes multiple click throughs and manual entry of either a name or ID number to find the record that needs to have revenue linked (when doing outside of gift processing). It would make more sense to default to the record that owns th...0 Reviewed: Voting Open
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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