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 the CSuite Opportunity:
1. Print Deed of Gift (it would be critical that this is a word option)
2. Create a Fund
Any existing notes in the opportunity would ideally be linked to the new fund profile when the new fund is created.
Lorna Sandberg
shared this idea