Create a YTD Opportunity!

I tried to create one myself because I wanted one place I could see the total giving for the year, actions for the year, etc. all within the constituent's record on webbased view. I know there are other ways to find it via reports and database view, but my fundraisers only know how to use webbased view and reports are time consuming. Anyways, it didn't work because you can't "double dip" gifts - I could not have a gift in a preexisting opportunity and to the YTD opportunity.

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  • Aug 16 2022
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