27 results found
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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?
15 votes -
Allow for Nestled Opportunities
It would be helpful if we could nest one opportunity within another. For instance, we use an Opportunity to track our relationships with BIPOC donors, focusing on engagement rather than immediate fundraising goals. It would be ideal to add this relationship-building Opportunity under a larger, overarching Opportunity, such as New Fund or Legacy Society.
1 vote -
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…
50 votes -
opportunity letter - need option to email
When using an Opportunity Template, the only option is to print the letters, there's no option to email them. Please incorporate the option to email letters in batch (all records selected from the listing of open opportunities) for Opportunities.
2 votes -
Opportunities & Task reporting Shared assignments
I would like to add the capability to include the employee named that a task is shared with when an opportunity task is created so that both team members can share accountability for the outcome. We use this information in our development meetings and have a custom report created. It would be great to add this to our report to help with assignments.
1 vote -
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…
32 votes -
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.
28 votes
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