Add an Affiliate or Service Area field for Opportunities
Not all Opportunities relate directly to a fund or have giving as their aim - especially if an organization is using Opportunities as their functional CRM where the emphasis is on tracking and capturing relationships. However, for reporting from Opportunities, there is no ability to segment reporting if the Profile linked to the Opportunity does not also have a fund relationship - for example, if I am working with a donor who has a fund, the Tasks or Notes report will allow me to include a column for Division, but that reflects the Division of the fund. There are many, many cases where a Profile does not (yet) have a fund associated with it, but we need to be able to filter reporting by some 'area' or segment - in particular because we have single staff persons who are serving individuals in 2 or more separate counties (which define our affiliates) - so, let's say, Julie serves 2 affiliates, CF1 and CF2. We would like the ability to pull and filter Julie's Opportunities (and associated Tasks/Notes) by CF#, when that linked profile does not have a fund associated with it. This will allow us to send CF1 reports on Julie's activities to the CF1 board, and CF2 reports on Julie's activities to the CF2 board. At the moment, we have to use up character space in the Task Description box for the affiliate name in order to know which affiliate activity Julie is entering.
This is making centralized reporting extremely difficult. Could it be possible to provide a field in an Opportunity that would allow us to assign the Individual to an affiliate? We don't need separate functionality per affiliate, only the ability to assign/sort/filter by this non-financial field.
Jesika Ellis
shared this idea
