25 results found
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More than one fund linked to Opportunity
The ability to link more than one fund to an opportunity would be beneficial. When I am tracking gifts into an agency endowment, I have to track gifts into the Agency fund as well as the Third-party or public fund.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Highlight open Opportunities in red like Tasks
The task header has a red box around it when you're assigned a task. It would be helpful to have a similar red box highlight around the opportunities header when you have an open opportunity assigned to you.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Bulk link dontations to opportunities
It would be nice to have a bulk add/link donations to an opportunity under the opportunity actions in reporting. Once a month, I go in and manually have to link donations to an opportunity.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Opportunity Type Permissions
Right now there aren't separate permissions to control who can edit the opportunity types and stages that are available in the system versus who can edit opportunity records. We would rather limit who can set the opportunity types/stages.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Promises - Payment Document to a Word file
Two things to add to Promises:
1) Add field OrgContactLabel
2) Add option when clicking "Payment Document" to create a Word file6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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update opportunity stage when donation/payment received
When an opportunity is linked to a donation (and/or hopefully a payment) have a way for the system to update the related stage of the opportunity to show the money was received, if that is a stage on the opportunity.
It's not much to have to click on the opportunity to update the stage, but it adds a step that can be missed.
Thanks.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Link volunteers/board members in Opportunity
I want to link a volunteer board member as the solicitor of an opportunity. It would be ideal to add a "Solicitor" field, which can link to profile ID's in CSuite.
Only field available to link an individual to an opportunity is Assigned field, which only links Users/Employee records to Opportunities & Tasks within.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Recruiting/Volunteer Opportunity Type
Hi, I like the recruiting/volunteer options in the opportunity section. Unfortunately, the opportunity access right doesn't give me the option to allow BOT to access only recruiting applicants without seeing the fundraising opportunities. I'll suggest 2 options:
1-Having access right by the "Opportunity Type"
2-Move the volunteer and recruiting members options to another tab for more flexibility.
It will be a great tool for BOT members to add tasks/notes for incoming members before the election.4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Opportunity (successful/unsuccessful)
When closing an Opportunity, the option for flagging (un)successful is binary. Fine enough, no problem. However, it would be nice to have a secondary "Reason" code as possible add-on to characterize (non)success.
Ex: an Opportunity used to track Stewardship for a donor could be unsuccessful because it; a) wasn't attempted, b) the donor never responded, c) the donor declined.
The binary flag means that divining the reason for it being unsuccessful is left to Notes text or a Note Type, but that gets messy in reporting or in data entry control. I think a "Reason" code (custom table) at the…8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Link Opportunities to Campaigns
Many faith-based foundations use opportunities for tracking their annual campaign fundraising goals when they are working with an individual donor. Need to be able to link opportunities to a campaign so they can report on them again their campaign goal.
1 vote -
Sort opportunity stages
It would be great to be able to drag and drop stages (like in Custom Reports) instead of having to renumber them. It becomes a bit cumbersome in an Opportunity with many stages.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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billiejo@pajewishendowment.org
Since beneficiaries have been added as a field, it would be nice if this showed up on the list as well as the fund.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Merge Opportunities
Opportunities should be able to be merged together, if they are each linked to the same profile record. The inability to manage this makes cleanup of sloppy data impossible. An alternative would be to be able to archive 'bad' or duplicate Opportunities - much in the same way Campaigns can be Archived (hidden).
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Opportunity Balance Should Show Difference Between Solicited and Committed
On opportunities the Balance amount is the same as the Committed amount and is therefore an unhelpful data point. Instead it should be the difference between the Solicited amount and the Committed amount.
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Goal feature for each opportunity type
When you create a new opportunity type, I think it'd be super helpful to be able to create a monetary goal, and then as you complete opportunities within that type you could easily see how much left you have to go. This could show up in the form of a fundraising meter or something like that.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Opportunity Types-Stages
It would be nice when creating Opportunity Types that you could go to the Stages and click on to see what profiles or progress has been made.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Opportunity Beneficiaries
We are thrilled to see the new option added in the 8/3/22 upgrade that allows you to link a beneficiary profile to an opportunity. This is ideal for tracking and reporting on future gifts, particularly legacies/promises. It would be helpful if it were possible to add multiple beneficiaries to a single promise, as we have donors who intend to give a single gift that will benefit multiple of our organization partners.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Household Steward as field in Opportunity Reports
Stewards are on our household records, but some completed opportunities are on individual profiles. When running reports, I need to pull steward name. Please add household steward as field in Opportunity reports.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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opportunities
When marking a task complete within an opportunity, you have the ability to create a note and link to the Fund. The note will show up on the native profile, but will not show up on the linked Fund like a regular note does. Please adjust this to show on both the profile and the Fund so that we're not having to duplicate efforts and adding the note a second time to the fund.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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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
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