Allow more revenue types (i.e. matching gifts from 3rd party donors) to be associated with opportunities.
Allow more revenue types (i.e. matching gifts from 3rd party donors) to be associated with opportunities. Currently the system only allows you to associate with revenue types of Pledge and Gift.
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- Jun 29 2015
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Currently there is no way to connect an opportunity to an event. We strongly believe this is a flaw in the system.
Merged When you think about how FR really works for an event, a prospect would be identified to sponsor the event for example. It makes sense that the prospect would be tracked via the prospect plan and opportunity process. But I can't find anyway to con...0 Shipped
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Allow Event Registration payments to be linked to an accepted opportunity
Merged Today we create accepted opportunities for donors who agree to purchase tickets or a table to our benefit events. When the payment comes in, we are unable to link that payment to the associated opportunity as we are with other types of payments.1 Shipped
Related ideas
Hi Erika!
I am happy to report that this will ship with 4.0 Service Pack 10 which is targeted to release September 30, 2016. It will support linking matching gifts, planned gifts and event registrations to opportunities. Pledges and donations are already supported.
Trit Mulligan
HI Trit - Will this be included in a 4.0 service pack now that there are no immediate plans for a 5.0 release? If so, which service pack?
Hi James,
We are finalizing the documentation and will make it available in the community in the next week or so. I'll update this idea so those who are interested will get notified.
Thanks!
Trit
Trit, would you be able to provide more information about this feature for release 5.0? We have been exploring the area of donor's match and one thing we would like to see is linking opportunities to donor matches information. Would be great to have some type of release notes in detail in regarding to this feature.
Thanks Sue. We are planning to release the ability to link Matching Gifts, Planned Gifts and Event Registrations with version 5.0.
Hi Trit, Thanks, I meant the recurring gift itself. A few of our major donors give large open ended regular gifts. Would be good to be able to link a recurring gift to an opportunity, rather than add the solicitors manually or set up as fixed term pledge [& then remember to renew].
Sue - are you looking for the recurring gift to be linked or the individual recurring gift payments to be associated? You can link the payments to an opportunity today. Thanks!
Really hope linking recurrent gifts to opportunities is included in this planned release.
This feature will be a tremendous help to our research team.
Specifically pledge payments!