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  1. 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.

    14 votes

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    3 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Pull primary address when creating letters from templates in opportunities

    When generating a letter from a letter template within an opportunity, the address should be the "primary" address, not the first address on the profile. Right now, the first address may be an inactive address but that is the address it pulls in the template. Support Chat said the software was designed this way. :(

    5 votes

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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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).

    2 votes

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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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.

    2 votes

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  5. Opportunity Types-Stages

    It would be nice when creating Opportunity Types that you could go to the Stages and click on to see what profiles or progress has been made.

    1 vote

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  6. 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.

    9 votes

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  7. Add Household Steward as field in Opportunity Reports

    Stewards are on our household records, but some completed opportunities are on individual profiles. When running reports, I need to pull steward name. Please add household steward as field in Opportunity reports.

    4 votes

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  8. opportunities

    When marking a task complete within an opportunity, you have the ability to create a note and link to the Fund. The note will show up on the native profile, but will not show up on the linked Fund like a regular note does. Please adjust this to show on both the profile and the Fund so that we're not having to duplicate efforts and adding the note a second time to the fund.

    2 votes

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  9. added opportunity type

    Please add an additional tier to opportunities. I'd like to sort my donors and prospects into three to five categories > then list the types of opportunities, ie, bequests, new funds, etc > then shift to tasks.

    3 votes

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  10. 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.

    12 votes

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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Opportunity Assignment List - Remove Inactive Users

    Remove all inactive users from the list of possible individuals to assign new opportunities to

    32 votes

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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Development Dashboard from Opportunities

    Create development dashboard from the opportunities module (IdeaLab Live during YFWB). Include
    - Open $ by type and open $ by stage
    - Allow option to select opportunity type
    - Open / Closed $ By Owner
    - Open / Closed Breakdown
    - Historic comparisons
    - Opportunities by donor interest area

    24 votes

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    Under Consideration  ·  1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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