Opportunity/proposal notes and actions

Got grants. Need the same notes and actions functionality on the the opportunity tile in a constituent record in web view that exists in proposal on the prospect tab of a constituent record in database view. The higher level, more general notes and actions don't suffice. Like lots of other grant-seeking orgs, we need to be able to have proposal specific notes and actions since we can be at different stages of a negotiating and implementing various grants with the same funder. Our grant officer just started using web view last week and it's the first thing she's (rightly) complaining about.   I'm raising both hands to vote once myself and once for her.  

  • Deborah McGlauflin
  • Dec 13 2018
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