Add Appeal to Opportunity Details
It would be great to be able to select the correct appeal when adding an Opportunity. Campaign and Fund are helpful but not as specific in our usage as Appeal for identifying the correct coding of the incoming funds.
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Heather Icenogle
- May 9 2025
- Reviewed: Voting Open
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Add Appeal to the Details section of an Opportunity
Merged When using Opportunities in RENXT, it would be great to have Appeal as an option to include under the details section along with Campaigns and FundsReviewed: Voting Open
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Add Appeal to Proposal
Merged Being able to add an appeal to a proposal would actually be more helpful to us than only allowing a proposal to be associated with a campaign or a fund. In some cases, we might want to see what proposals exist for a specific appeal (which happen...Reviewed: Voting Open
Related ideas
Having an appeal on opportunities would allow for better reporting on upcoming solicitations associated with a particular appeal. Please include this as an option along with campaign and fund.
Can't believe we still have to ask for this field - it goes with how RE is set up so should be standard in opportunities and both Data and Development teams keep asking for it. It would also make filtering in Opportunities WAY easier.
An appeal, by definition, is a solicitation effort that resulted in a gift (or didn't). An opportunity (or proposal) is specifically geared for tracking the continuum of solicitation efforts. It's fundamental that appeal coding is part of the Opportunity Details fields available as these are directly related and provide for comprehensive reporting.
This is a really important for us to streamline communication for coding incoming gifts.
Please add the option to include an Appeal ID. We have used a work around for years in Proposals. We need this to track gifts. Thanks!