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3 results found

  1. Multiple Opportunity Beneficiaries

    (Reposting an archived idea) Please add the ability to link multiple beneficiary profiles to one opportunity. It is common for us to track gifts (e.g. bequests or planned gifts) that will end up benefiting multiple organizations in our community, and we would like to be able to report on opportunities benefiting each organization without having to create duplicate opportunities for each beneficiary of a gift.

    11 votes

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    Planned  ·  1 comment  ·  Opportunities  ·  Admin →
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  2. Allow copying of an opportunity

    Once created, allow an opportunity to be copied. Sometimes the same person documents a bequest expectancy to several beneficiaries. This functionality lives elsewhere in the system and would apply nicely to entering opportunities.

    1 vote

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    Planned  ·  0 comments  ·  Opportunities  ·  Admin →
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  3. 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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