28 results found
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Move Add Opportunities to the Engagement tab
If Opportunities now reside on the Engagement tab, please move the Add Opportunities link to the Engagement tab.
13 votes -
pbassil@cfpbmc.org
I created a test opportunity in the sandbox to explore the new features, including assigning a primary assignee, two additional assignees, and a professional advisor. While I appreciate the effort that went into developing these updates, I did notice something that could become problematic.
Currently, when viewing the assignee, additional assignees, or professional advisor profle, it appears that each of them is also shown as having a duplicate opportunity identical to the donor’s. From a fundraiser's perspective, this could be quite confusing and potentially overwhelming.
As a friendly suggestion, for anything related to moves management or fundraising, it may be…
11 votes -
% Probability Field within Opportunities
I would love if there were a % probability field within opportunities for development/philanthropic services financial projections & reporting!
8 votes -
Opportunity bulk import improvement
Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields…
43 votes -
Linking funds
The new updates for opportunities is great. It would be great to have the ability to add funds like you can add profiles. We have donors that have multiple funds under one agreement. But we don't have way to link the funds other than the relationship tab under fund owner.
7 votes -
Opportunity Connected Profile and Professional Advisor Designation
It could be confusing to see the full opportunity amount on a connected profile or professional advisor's relationship tab once they are connected with the new opportunity features releasing soon. Could there be some sort of designation added to those profiles so it's clear what role they have? I.e. red text saying "professional advisor" or something similar.
5 votes -
Opportunities - Grant files
I would love for a successful Opportunity to be turned into a Grant. All correspondence on the activity could then be rolled over to the Grant file.
2 votes -
Opportunity Letter per Stage
Hi, I'm exploring the use of opportunities to manage our bequest administration process. It might be useful to be able to set a different Opportunity Letter template for each stage (e.g. Acknowledging Bequest Notification, Follow-up, etc).
3 votes -
"Profile Linked Name" in Opportunities - can it just be a profile name field for reporting?
Hi - really like the ability to link multiple profiles and the advisor to an opportunity. However, in reporting, the profile name that pulls into the report is the one that shows the main name, plus any name linked to that name (Profile Linked Name). This includes if the opportunity was for an organization. Ideally, I would like to choose the profile field for one name only, and the profiles I would like to associate with the opportunity, and not have all linked profiles appear. Thank you!
1 vote -
colour code the Opportunities tables for advisors and connected
Really like the change to how the advisor and connected opportunities show. Coud the difference between these types and the normal connections be colour coded, in addition to the word, or something else format it so that the difference is easily seen at a glance?
1 vote -
Automatic Emails for Opportunities using Stages as Triggers
Please add the option to send out emails automatically based on when an Opportunity's stage is changed/reached.
We would like for CSuite to send out emails automatically, with both an external and internal option, when a particular stage or stages are reached in an Opportunity. This would cut back on much of the tedious work associated with changing stages and needing to send emails manually outside of the system.
This would help a lot with new donors as they receive a lot of communication, as well as with mid-year checkups.
13 votes -
Bulk link donations to opportunities
It would be extremely helpful to be able to bulk add/link donations to an opportunity. We are seeing more and more memorial contributions, which sometimes result in the creation of a fund. I will go back and link these donations, sometimes in the hundreds, to the opportunity, which can be very tedious.
0 votes -
Ability to search for opportunities using global search and adding an opportunities search bar
Opportunities have a unique opportunity id. There is no way to search for an opportunity via its id. I would love to be able to search for an opportunity via its id in the global search on the top. And within the opportunities object have more options for searching for an opportunity.
8 votes -
Stewards and Opportunities
Is there a way that the Stewards and Opportunities – Staff Assigned can somehow be linked? If one is updated, it automatically updates the other?
3 votes -
Opportunity should show on Fund Profile
When there is an opportunity that is attached to a fund, it would be great if the opportunity showed up on the relationships tab of the fund, just like for individual profiles.
24 votes -
Link opportunity to a pledge
It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.
27 votes -
opportunities
It would be helpful for tasks associated with an opportunity to be marked complete or in some way removed from open tasks when the opportunity has been closed. Presently, the tasks stay active, which requires another step to close an opportunity.
5 votes -
Household opportunities should show on Individual profiles
When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.
63 votes -
Assign existing profile note to an opportunity
Once a note has been created on a profile, it isn't possible to assign that note to an opportunity. It needs to be deleted and then added to the opportunity. It would help if there were an option to edit the existing note and assign it to the opportunity.
10 votes -
Change profile on opportunity
There is no option to change the profile for an opportunity once it is made. Sometimes we have the name of the person who referred it, and we put it on that profile. Then once we get the name of the client we want it on the client profile. I have to delete the first opportunity and make a new opportunity. But if this opportunity started in 2024 and I don't have the details of 2025, the created date will look like this started in 2025. I want a button on the left that says change profile similar to the…
4 votes
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