26 results found
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Show completed tasks in Profiles
Similar to this idea that has been implemented (http://idealab.foundant.com/forums/597718-communitysuite-idea-lab?query=completed%20tasks) it would be VERY helpful to see completed tasks associated with a profile.
Regular communication with donors does not always fall into an opportunity so having a record of communication in the profile is very important. I need to be able to look at a donor profile and see that she has received 2 phone calls and a fund report this year.
I should also be able to see all activity for that profile in one place, whether it's a note, a task or a transaction. That should all…
11 votes -
Bulk complete opportunities
Please add the ability to mark a list of opportunities complete (with the options of successful and unsuccessful) in custom reports.
3 votes -
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 votesHello,
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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 -
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,…
1 vote -
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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