Add the ability to link an opportunity directly to a planned gift record (not the payments).

In CRM 4.0 SP10 a feature was added that allows payments on a planned gift to be linked to opportunities. For tracking purposes, it would be helpful to be able to link opportunities to the planned gift record itself as payments may not be realized for some time on planned gifts.

  • Scott Dunbar
  • Mar 22 2018
Organization Name (Please enter full organization name) Children's Hospital Colorado Foundation
Reported Version 4.0
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  • Frank Dean commented
    March 22, 2018 17:38

    This is key --- as we focus on soliciting future bequests we need to be able to connect the planned gift record to the opportunity the prospect manager used to manage the solicitation process.