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22 results found

  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.

    33 votes

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    Planned  ·  5 comments  ·  Opportunities  ·  Admin →
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  2. 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.

    29 votes

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    2 comments  ·  Opportunities  ·  Admin →
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