Make Opportunity fields available as column choice
When viewing a list of donors assigned to fundraiser(s), having the option to see a column of active opportunities would be helpful for gift officers to see which donors don't have a planned opportunity yet.
This would be so helpful in Campaign mode - we're going through constituent lists assigned to multiple fundraisers and then have to figure out if that constituent does or does not have an opportunity. We want to find the people assigned who do not have an opportunity, while also seeing their most recent/greatest gifts, and that's not an option.
Making sure each assigned donor has a planned opportunity is a requirement for our major gift officers. It would be incredibly helpful to see a column on the Work Center Portfolio list that shows active Opportunities so you could filter to see who may be missing one. Either that or the ability to use flags for this.
Agreed! This should be added as a column choice for constituent lists and also a column choice in the work center on the portfolio tab. It should also be a field that can be exported from a constituent list or the work center portfolio tab.
This would be so helpful in Campaign mode - we're going through constituent lists assigned to multiple fundraisers and then have to figure out if that constituent does or does not have an opportunity. We want to find the people assigned who do not have an opportunity, while also seeing their most recent/greatest gifts, and that's not an option.
Looks like there are multiple related ideas with several votes on each. Has anyone heard any updates from Blackbaud on this?
Making sure each assigned donor has a planned opportunity is a requirement for our major gift officers. It would be incredibly helpful to see a column on the Work Center Portfolio list that shows active Opportunities so you could filter to see who may be missing one. Either that or the ability to use flags for this.
Agreed! This should be added as a column choice for constituent lists and also a column choice in the work center on the portfolio tab. It should also be a field that can be exported from a constituent list or the work center portfolio tab.