Ability to soft credit opportunities or to add to multiple constituents records

i.e. spouse/multiple trustees of a trust

  • Guest
  • Mar 21 2021
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  • Susan Fioribello commented
    February 15, 2023 15:25

    I just tried to run an Opportunities List to identify how many opportunities we have at various stages. I spend over an hour going line-by-line to remove duplicate Opportunities. The duplicate Opportunities were artificially inflating the Expected Amount figures.

  • Austen Brown commented
    June 15, 2021 17:38

    We are currently creating placeholder records in our system to accomodate groups of constituents and are entering the Opportunity on the group record. This is a less than ideal solution. It would be great if the proposed idea could be made a reality.