46 results found
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Add "Assign To" option for opportunity tasks
Add the same feature of "Assign To" that is available in Tasks to Opportunity Tasks, so that multiple opportunities will pull in a report under one opportunity task entry. As opposed to "Share with" because this doesn't actually show up in the opportunity task report.
Ex: 5 staff go to an event. Allow one user to create one opportunity task and assign to each of the 5 staff members that went to the event. When the opportunity task report is pulled for that quarter, it will show one entry with 5 opportunities completed and accounted for within that one entry.
5 votes -
Opportunity bulk import improvement
Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields…
45 votes -
crm
When running an opportunities report or viewing opportunities, it would be beneficial to be able to filter the opportunities by stage. Viewing and reporting by stage can facilitate progress updates and help identify categories/levels of donor engagement when used for moves management.
4 votes -
Assign existing profile note to an opportunity
This was a previous Idea from another user that was archived. I'm reposting it here: "Once a note has been created on a profile, it isn't possible to assign that note to an opportunity. It needs to be deleted and then added to the opportunity. It would help if there were an option to edit the existing note and assign it to the opportunity." This would be extremely helpful as sometimes we have discernment meetings that are captured via notes, but the opportunity does not exist yet. It would be great to be able to either copy these notes or…
1 vote -
Bulk Update Assigned Employee on Opportunities
It would be useful to re-assign opportunities from one employee to another in bulk. Specifically thinking about handing things off when there are staffing changes.
1 vote -
Add Option to Copy Opportunities
Add option to copy an Opportunity so the stages are retained in the new Opportunity and can be updated from there.
5 votes -
opportunity
The "Add Opportunity" action still shows up when user is in the "Relationships" tab on a profile record, even though the the Opportunities tables has been relocated to the "Engagement" tab on a profile record. Would be great for this action be relocated to show up when a user is in the "Engagement" tab as well.
5 votes -
Linking funds
The new updates for opportunities is great. It would be great to have the ability to add funds like you can add profiles. We have donors that have multiple funds under one agreement. But we don't have way to link the funds other than the relationship tab under fund owner.
7 votes -
Link grant to opportunity
We would like to link grants to opportunities. We have some clients where we are managing a few multi-year grant commitments. These are not through GLM but through a separate agreement. We'd like to use opportunity tasks to collaborate on these, list the beneficiary profiles, and link the actual grant records. This would allow us the flexibility to utilize opportunities to track the work done for these relationships as these donors trust us to steward these specific grants that would not work as a recurring grant series because there is added complexity.
This was a previous archived idea lab idea: …
4 votes -
bulk open opportunities
It would be really helpful to be able to bulk open opportunities. Currently we can bulk close them, but not the reverse.
2 votes -
Opportunity Connected Profile and Professional Advisor Designation
It could be confusing to see the full opportunity amount on a connected profile or professional advisor's relationship tab once they are connected with the new opportunity features releasing soon. Could there be some sort of designation added to those profiles so it's clear what role they have? I.e. red text saying "professional advisor" or something similar.
5 votes -
bulk update
There should be a way to bulk update amounts and target dates on opportunities, either through an import or a bulk actions.
2 votes -
Opportunity Letter per Stage
Hi, I'm exploring the use of opportunities to manage our bequest administration process. It might be useful to be able to set a different Opportunity Letter template for each stage (e.g. Acknowledging Bequest Notification, Follow-up, etc).
4 votes -
Opportunities - Grant files
I would love for a successful Opportunity to be turned into a Grant. All correspondence on the activity could then be rolled over to the Grant file.
2 votes -
Link multiple opportunities to a donation
Although we now have the ability to link multiple beneficiaries to one opportunity, this wasn't the case in the past. It would be great to have the option to link a donation to multiple opportunities since some of our bequests gifts benefit multiple organizations and separate opportunities have already been created for these gifts.
1 vote -
Link multiple opportunities to a donation
Although we now have the ability to link multiple beneficiaries to one opportunity, this wasn't the case in the past. It would be great to have the option to link a donation to multiple opportunities since some of our bequests gifts benefit multiple organizations and they have already been made created as separate opportunities
1 vote -
"Profile Linked Name" in Opportunities - can it just be a profile name field for reporting?
Hi - really like the ability to link multiple profiles and the advisor to an opportunity. However, in reporting, the profile name that pulls into the report is the one that shows the main name, plus any name linked to that name (Profile Linked Name). This includes if the opportunity was for an organization. Ideally, I would like to choose the profile field for one name only, and the profiles I would like to associate with the opportunity, and not have all linked profiles appear. Thank you!
1 vote -
colour code the Opportunities tables for advisors and connected
Really like the change to how the advisor and connected opportunities show. Coud the difference between these types and the normal connections be colour coded, in addition to the word, or something else format it so that the difference is easily seen at a glance?
1 vote -
Ability to search for opportunities using global search and adding an opportunities search bar
Opportunities have a unique opportunity id. There is no way to search for an opportunity via its id. I would love to be able to search for an opportunity via its id in the global search on the top. And within the opportunities object have more options for searching for an opportunity.
10 votes -
Stewards and Opportunities
Is there a way that the Stewards and Opportunities – Staff Assigned can somehow be linked? If one is updated, it automatically updates the other?
4 votes
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