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  1. Bequests

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    How about an Opportunity?  You can attach both a profile and fund.  You can create a Bequest Opportunity type with stages that match your process.  Opportunity types can be created in the left side menu of an Opportunity.  Once created, you can create stages.  We have many clients that track bequests this way.  Would that work?


    Dan Flynn shared this idea  ·