25 results found

1. 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.

   4 votes

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   0 comments  ·  Opportunities  ·  Delete…  ·  Admin →
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   Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Hello,

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

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2. Bulk complete opportunities

   Please add the ability to mark a list of opportunities complete (with the options of successful and unsuccessful) in custom reports.

   2 votes

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   Archived  ·  0 comments  ·  Opportunities  ·  Delete…  ·  Admin →
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3. opportunities

   Add an additional tier to Opportunities. I'd like to sort my donors into three to five categories that I can name for prospects > then identify the connection of Bequests, new funds, etc > then assign tasks.

   3 votes

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   Archived  ·  0 comments  ·  Opportunities  ·  Delete…  ·  Admin →
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4. 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.

   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,… more

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5. Bulk Update/Edit opportunities

   It would be so helpful to be able to bulk edit/create opportunities with specific $ amount and specific staff person rather than the round robin selection.

   16 votes

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   Archived  ·  0 comments  ·  Opportunities  ·  Delete…  ·  Admin →
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