Create an Opportunity within an Edit Action and/or Create an Action within an Edit Opportunity

To improve the work-flow of our Major Gift Officers and reduce the steps they must take, we would like to see the ability to create Opportunities directly from an Edit Action so a MGO can enter a Meeting Action and immediately link it to an Opportunity that has not yet been created.  

As well, when a new Opportunity is created, we'd like the option to immediately create an Action to explain the circumstances of the new Opportunity.

  • Kevin Lee
  • Apr 10 2018
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