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23 results found

  1. 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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    Proposed Idea  ·  0 comments  ·  Opportunities  ·  Admin →
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  2. 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.

    27 votes

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    0 comments  ·  Opportunities  ·  Admin →
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  3. 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.

    27 votes

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    2 comments  ·  Opportunities  ·  Admin →
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