17 results found
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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.
6 votes -
opportunity letter - need option to email
When using an Opportunity Template, the only option is to print the letters, there's no option to email them. Please incorporate the option to email letters in batch (all records selected from the listing of open opportunities) for Opportunities.
1 vote -
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.
4 votes -
Opportunities & Task reporting Shared assignments
I would like to add the capability to include the employee named that a task is shared with when an opportunity task is created so that both team members can share accountability for the outcome. We use this information in our development meetings and have a custom report created. It would be great to add this to our report to help with assignments.
1 vote -
Assigning 2 employees to an opportunity
Some opportunities are successfully closed when approached in a team. We'd like to have the ability to assign 2 employees to an opportunity, with 1 being the primary or lead and the other being support or secondary.
7 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.
13 votes -
Opportunity balance should reflect when the opportunity is committed by a pledge
Opportunities are plans that detail and track fundraising efforts to build relationships with prospects and secure major gifts; 2 different types to secure a major gift are cash and pledge.
When a commitment is made through a pledge, the remaining balance should reflect the variance between the solicited amount and the pledged amount. This shouldn't be limited strictly to cash contributions.10 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.
16 votes -
14 votes
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opportunity
It would be a nice feature if you could alpha-sort opportunities. We utilize opportunities for a lot of different things and it takes a lot of time to look through them when you can't alpha-sort. I have tried the column at the top, but nothing happens.
8 votesThe Opportunity list defaults to sort by ID. When you select a different column title to sort, you must then "deselect" the ID column which will remove the arrow. The profile column will then sort alphabetically. This sort functionality is the same for all tables in CSuite.
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Deceased profiles linked to opportunities
Sounds like you often recommend that Opportunities be used to track bequest status however, the system does not allow you to link a deceased profile to an opportunity. Can you change this so that deceased profiles can indeed be linked to an opportunity?
6 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.
54 votes -
Opportunity Task Workflow
We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating an 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…
36 votes -
Link Tasks to the Stages in Opportunities
It would be great to be able to link tasks to the stages of an opportunity. Opportunities with tasks has the possibility to create a wonderful roadmap; however, not all stages take the same amount of time to be accomplished. When fostering relationships or solicitating money, these opportunities are dependent on each individual experience, independent of each other. While one relationship may take days, another may take months or even years. To have tasks have to be set by time and not stage, is to say that each opportunity takes exactly the same amount of time, while clearly, they do…
21 votes -
Add ability to link Opportunity to a Profile that served as a referral
We would like to link the profile of the Professional Advisor and/or Firm who brought a donor to our organization within the Opportunity. Currently we are using a Custom Field (Text) but would like the ability to link the opportunity directly to the profile of the referral source.
31 votes -
Opportunity Pop Up Notification
It would be helpful if an "Open Opportunity" pop up notification comes up when entering a donation. Just how Open Pledges show up when entering a donation for a profile that has an open pledge (picture). This would an amazing feature, especially if there's over 100 opportunities created.
26 votes -
Make Opportunity Type Inactive
Past users sometimes create Opportunity/Note/Task types that are no longer useful to current staff. Please create an option to make those types "Inactive" rather than simply deleting them - we may want to keep the historic data in CSuite, but NOT on the Drop down list. It would help to clean things up and streamline categories.
27 votes
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