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22 results found

  1. 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.

    33 votes

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  2. 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.

    9 votes

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  3. 8 votes

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  4. 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.

    5 votes

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  5. 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…

    26 votes

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  6. 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?

    4 votes

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  7. More than one fund linked to Opportunity

    The ability to link more than one fund to an opportunity would be beneficial. When I am tracking gifts into an agency endowment, I have to track gifts into the Agency fund as well as the Third-party or public fund.

    8 votes

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  8. Bulk update Opportunity status

    It would be helpful to have the ability to bulk edit the status of opportunities to complete. We are using them to track sponsorship/donation requests for our gala. There are hundreds each year. It would be nice to be able to close them all, for that year, at once when our event is complete.

    4 votes

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  9. Highlight open Opportunities in red like Tasks

    The task header has a red box around it when you're assigned a task. It would be helpful to have a similar red box highlight around the opportunities header when you have an open opportunity assigned to you.

    5 votes

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  10. Bulk link dontations to opportunities

    It would be nice to have a bulk add/link donations to an opportunity under the opportunity actions in reporting. Once a month, I go in and manually have to link donations to an opportunity.

    5 votes

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  11. 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…

    17 votes

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  12. Opportunity Type Permissions

    Right now there aren't separate permissions to control who can edit the opportunity types and stages that are available in the system versus who can edit opportunity records. We would rather limit who can set the opportunity types/stages.

    4 votes

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  13. Opportunity Report: Notes on a household

    In an opportunity report, we have included "Pipeline Notes" as a way to elaborate on status of potential new fund holders and more, but this field isn't available for households. Is that something that could be added to the household option for profiles?

    2 votes

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  14. Link volunteers/board members in Opportunity

    I want to link a volunteer board member as the solicitor of an opportunity. It would be ideal to add a "Solicitor" field, which can link to profile ID's in CSuite.

    Only field available to link an individual to an opportunity is Assigned field, which only links Users/Employee records to Opportunities & Tasks within.

    6 votes

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  15. 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.

    26 votes

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  16. Opportunity (successful/unsuccessful)

    When closing an Opportunity, the option for flagging (un)successful is binary. Fine enough, no problem. However, it would be nice to have a secondary "Reason" code as possible add-on to characterize (non)success.
    Ex: an Opportunity used to track Stewardship for a donor could be unsuccessful because it; a) wasn't attempted, b) the donor never responded, c) the donor declined.

    The binary flag means that divining the reason for it being unsuccessful is left to Notes text or a Note Type, but that gets messy in reporting or in data entry control. I think a "Reason" code (custom table) at the…

    8 votes

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  17. Sort opportunity stages

    It would be great to be able to drag and drop stages (like in Custom Reports) instead of having to renumber them. It becomes a bit cumbersome in an Opportunity with many stages.

    8 votes

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  18. Merge Opportunities

    Opportunities should be able to be merged together, if they are each linked to the same profile record. The inability to manage this makes cleanup of sloppy data impossible. An alternative would be to be able to archive 'bad' or duplicate Opportunities - much in the same way Campaigns can be Archived (hidden).

    9 votes

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  19. Opportunity Beneficiaries

    We are thrilled to see the new option added in the 8/3/22 upgrade that allows you to link a beneficiary profile to an opportunity. This is ideal for tracking and reporting on future gifts, particularly legacies/promises. It would be helpful if it were possible to add multiple beneficiaries to a single promise, as we have donors who intend to give a single gift that will benefit multiple of our organization partners.

    4 votes

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  20. 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.

    20 votes

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