Display Opportunity Amounts in the Batch Linking Window

When selecting an opportunity to link to a gift, the available information does not include important fields such as the Ask Amount, Expected Amount and Status.

This information is critical for accurately identifying the correct opportunity, particularly when a constituent has multiple opportunities that are similar in nature. Without visibility into these fields, users must leave the batch and review individual opportunity records to confirm which opportunity should be linked, creating additional steps and increasing the risk of incorrect linkages.

We would appreciate the ability to display fields such as:

  • Ask Amount

  • Expected Amount

  • Opportunity Stage

  • Lylia Wang
  • Aug 5 2026
  • Reviewed: Voting Open
  • Attach files
  • Katie Hoch commented
    10 Sep 17:03

    Yes please, also the ability to update the opportunity's status now that there is a gift. I have to open the opportunity in database view simultaneously to check if it's the right opportunity and to update that status.