Add the Opportunities tab to the process of adding a Prospect Plan on a constituent record

When adding a prospect plan to a constituent, you should have the ability to click on the Opportunities tab to enter that as well before saving. This way you can enter the details, steps, and opportunity in one swoop then click save versus entering the plan’s details and steps then clicking save then click on the plans name then click on the opportunities tab. This is useful because majority if not all of our plans have an opportunity. This would save fundraisers and development officers a lot of time with data entry and reduce the amount of time spent on cleaning up this audit.

  • Theresa Messina
  • May 17 2016
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Florida State University Foundation
Reported Version 4.0
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  • Jim Post commented
    10 Apr, 2017 05:25pm


  • Lee Godson commented
    10 Apr, 2017 04:28pm


  • Stephanie Pace commented
    10 Apr, 2017 04:28pm


  • John Hinrichs commented
    10 Apr, 2017 04:08pm

    I vote yes

  • Phillip Harden commented
    10 Apr, 2017 03:37pm