Creating new Opportunities - adding Campaign and Fund details

When you add Campaign and Fund details to an Opportunity, you need to know the name of the Campaign or Fund in order to be able to search.

It needs to be changed so that it replicates the functionality on Filter where you are presented with a list of campaigns or funds to select - not everyone would know the exact name of the campaign or fund.

  • Peta Thompson
  • Feb 22 2018
  • Reviewed: Voting Open
Opportunities
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  • Catherine Burns commented
    17 Dec 05:11

    Absolutely - it needs a picklist like when you filter by fund or select funds in a query. Our funds are GL Codes and most the have same 4 digits. There are too many for it to display in one go so we need to type a 5th digit before seeing funds further down the list. This basically means we need to refer to a list of funds to be able to enter the right digits get the fund we need. The search does not work at all if we type the final text part of the fund ID/description.

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