In Work Center under the Portfolio Tab Display Opportunity Status

We would like to see the option to include Opportunity Status instead of Prospect Status within the Portfolio tab of the Work Center. We utilize Opporunities to track the donor cycle and would like to give the fundraisers the option to view all information on constituents within once place, rather than through multiple tabs.

  • Austen Brown
  • Apr 30 2021
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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?

  • Carlene Johnson commented
    September 30, 2021 20:07

    I agree! This is critical to our Moves Management process. I'd vote for this twice if I could!