50 results found
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Custom Field Descriptions to Show When Using the Field
My team uses custom fields on opportunities for unique tracking. The description of the custom field is where we have the instructions for how and when to use the field but is only seen if you go to the custom fields page.
Can the description of a custom field appear when USING the custom field? For instance, when you click into the custom field to select from the dropdown menu, you would also see the description of the custom field which explains when you would need to use the custom field. That way my team does not have to reference…
10 votes -
Multiple Funds Linked to an Opportunity
It would be nice to have the Fund field on Opportunities to be able to link to multiple funds. We have several donors with more than one fund, and opposed to setting up an opportunity for each fund, we'd like to have one opportunity for stewardship per profile.
9 votes -
Fund-Level Opportunity Creation and Viewability
Currently, when opportunities are created they must be associated with a profile. It would be valuable to also be able to create an opportunity tied directly to a fund record instead, with the ability to view that opportunity from within the fund record as well. This would better support fundraising workflows where the ask is fund-specific rather than donor-specific.
6 votes -
Update opportunities so new funds can be created easily from the opportunity
Add three new features in opportunities, that would allow us to (1) merge Deed of Gift templates with data (much like the send letter field does now), (2) create the fund in CSuite, and (3) have the notes carry forward from opportunities to the new fund profile.
Ideally, we would have these additional fields in the opportunity that we currently use in creating a fund related to the Deed of Gift in the opportunity:
- Name [of fund]
- Group
- Division
- Internal Description [which we use for the Fund Purpose]Then, two new left side menu options in…
7 votes -
Bulk Update Assigned Employee on Opportunities
It would be useful to re-assign opportunities from one employee to another in bulk. Specifically thinking about handing things off when there are staffing changes.
6 votes -
reassign
Bulk Reassign Tasks and Opportunities: t would be helpful to be able to Bulk Reassign Tasks and Opportunities when one employee leaves an organization. As of now, users must go into each task and opportunity to reassign them. There IS a Bulk Close and Bulk Complete option, but no Bulk Reassign.
3 votes -
View Opportunities associated with Fund on Fund Page
When on a fund page you should be able to quickly just to any associated funds with an opportunity or at least see a list of associated opportunities. Maybe on the relationships tab.
2 votes -
% Probability Field within Opportunities
I would love if there were a % probability field within opportunities for development/philanthropic services financial projections & reporting!
18 votes -
Secondary Assignee Notification/Tracking
While it’s great that we can now add a secondary assignee to an opportunity, it doesn’t add much value if the secondary assignee isn’t notified or made aware of their designation. At the very least, it would be helpful if they received an alert letting them know they’ve been added, but ideally those opportunities would also appear on their “My Open” page so they can easily keep track of them.
12 votes -
Timestamps on Opportunity Stages
We would like the ability to report on how long an opportunity is in a stage. This will help with understanding if changes need to be made to the process or the cutlivation/stewardship plan.
5 votes -
Opportunity Tasks
There seems to be an inconsistency in how we can populate Tasks. If you create a task when you create an opportunity, you get far fewer fields than if you add a task separately.
The available fields from Create Opportunity specific to Tasks are: Task Type, Description, and Due/Reminder Date. The available fields from the left-side menu of the opportunity "Add Opp Task" is Assign to, Send Calendar Invite, Task Type, Description, Due/Reminder Date, and Recurring interval.
I would like this to be consistent across the areas where tasks can be added.
11 votes -
Opportunity Task Workflow (Repost due to archived)
We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating a number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.
I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be CUSTOM designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.
For example: A development lunch.
Flow would…
4 votes -
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
2 votes -
Opportunity Assignment
When assigning opportunities -- The initial assignee and secondary assignee selections function and look differently. It would be appreciated if these were consistent for system literacy. Apart from this, it seems that you can continue to re-add a secondary assignee.
8 votes -
List both Individual and Household opportunities under Household profile
It would be great to access both Individual and Household opportunities under the Household's profile. I am imagining something similar to how you can view all the donations under the household whether it be the individual or household.
9 votes -
opportunity beneficiaries
The listing of beneficiary opportunities on the Org relationship tab is great. However, could you please add the donor's name on that listing? We don't know who these donors are because there is no name listed. This would be very helpful.
Thank you.3 votes -
Opportunity Stage Adjustment
Currently, when attempting to sort the stages within an opportunity, you need to use the numeric sorting method -- I believe a drag & drop option could be more impactful and user-friendly. This style of sorting is seen throughout the Csuite and would benefit opportunities.
8 votes -
link donations
I would love to be able to link donations from the opportunity side of the equation, and not just from the donation side.
7 votes -
Integrate Foundant with eMoney to increase philanthropic decisions with our Foundation
eMoney is where many donors’ philanthropic decisions are modeled; integration lets the community foundation be part of those decisions earlier, more accurately, and more credibly.
We have wealth advisors requesting for us so our clients can see the full picture of their assets.
2 votes -
Opportunity Beneficiary Profile
Beneficiary and Additional Beneficiaries can be added, but they seem to be underneath the incorrect section. These fields are included under the "add opportunity tasks" rather than the actual opportunity itself. This gives the false impression that this field will be visible on Tasks, when in reality it won't.
7 votes
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