Add columns in Portfolio View/Constituent List for Opportunities

Constituent lists and portfolio views are used to view assigned constituents.   It would be nice to see at a glance if they have an opportunity associated with them but I don't see adding opportunities as an optional column.  

  • Nancy Hartman
  • Jun 15 2016
Lists
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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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  • Guy Lowicz commented
    July 24, 2017 14:39

    Any update on this? I know that my fundraisers are on the edge of their seats for this feature.

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  • Susanne Larsen commented
    April 18, 2017 17:11

    Yes! This would be excellent. Most of our MGOs use the "Portfolio" screen 90% of the time they are in their Work Center, and adding a column that shows if there is a current Opportunity for each prospect would be ideal. They could sort the Portfolio list by that column, ideally by Ask Date. Thank you!

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