45 results found
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Household opportunities should show on Individual profiles
When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.
66 votes -
Change profile on opportunity
There is no option to change the profile for an opportunity once it is made. Sometimes we have the name of the person who referred it, and we put it on that profile. Then once we get the name of the client we want it on the client profile. I have to delete the first opportunity and make a new opportunity. But if this opportunity started in 2024 and I don't have the details of 2025, the created date will look like this started in 2025. I want a button on the left that says change profile similar to the…
4 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 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 -
Multiple Funds Linked to an Opportunity
It would be nice to have the Fund field on Opportunities to be able to link to multiple funds. We have several donors with more than one fund, and opposed to setting up an opportunity for each fund, we'd like to have one opportunity for stewardship per profile.
3 votes
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