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 helpful to consult with someone who works closely in this area to ensure the features align with day-to-day use.
Unfortunately, I won’t be able to use these new features just yet. Ideally, only the Opportunity ID should appear under the assigned relationship—whether in the Assigned Opportunity section or the Advised Opportunity section for PA roles—without displaying any additional details or images. This would help prevent any confusion for fundraisers when reviewing the record.
Paulette Bassil
shared this idea