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CommunitySuite Idea Lab

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1 result found

  1. 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.

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    0 comments  ·  Opportunities  ·  Admin →
    Released to Sandbox  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Opportunities: Added the ability to Copy an Opportunity. Copy functionality will copy Stage, Type, Target Date, Solicited Amount, Fund, Letter Template, Connected Profiles, Professional Advisors, Beneficiary Profile, Primary Assignee, Secondary Assignees. Once a user has selected Copy, a new opportunity will be created and the user will be taken to the newly created opportunity. Things to Note: Copy will not copy Committed amounts, since that number can be tied to pledges, donations, and promises.

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