provide the ability to mark opportunities as fulfilled or paid

o As a Prospect Researcher I need to be able to determine which opportunities have been fulfilled or not. Currently Opportunity records have a status of Unqualified, Response Pending, Rejected, Canceled, Qualified, Accepted. Once a payment has been applied to an opportunity (even for the entire amount) there is no way to mark it as fulfilled or paid off.
o This makes it so that the data entry person still sees the fulfilled opportunity in the opportunity dropdown when entering a donation and this is confusing for the end user.

o I want a way to track opportunities that are fulfilled so that I can report on their progress and make it so that that they do not appear in the opportunity dropdown for end users.
  • Guest
  • Nov 9 2015
  • Reviewed: Voting Open
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  • +6