Make opportunity fields available in a constituent list

Our MGOs use a constituent list as a real time dashboard snapshot of their portfolios and it would be helpful to also include columns for various opportunity types with ask, expected and received amounts.  

  • Beth Rauchman
  • Aug 1 2018
Lists
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  • kasandra clarke commented
    18 Jan 22:28

    It is difficult when we are so locked down. I often need to create lists that cross multiple areas (constituent/opp/gift). We need to create a Portfolio list showing all constituents and active opportunities. It is a quick way for them to see which constituents in their portfolio have no active opps. Running an Opp list does not help at all in this situation. It is one of the many things I still need to create in db view for my fundraisers. The fundraisers all love NXT view but I am not able to give them simple tools to be effective at their job, very frustrating.

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  • Nicole Solano commented
    10 Jan 17:20

    Looks like there are multiple related ideas with several votes on each. Has anyone heard any updates from Blackbaud on this?

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