Link gift to opportunity at the point of adding the gift
It's great that you can now link a gift to an opportunity in webview. However, it is clumsy to have to create the gift first and then go back into the gift record to link it to the opportunity. Please can this be an option when entering a gift to link it to an opportunity at the same time.
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Kate Mills
- Jun 25 2025
- Reviewed: Voting Open
Related ideas
This will be part of the batch functionality. We have no current plans to add this to the single gift add form since navigation will take you to the gift page after creation, that is our advised workflow to add any additional links.
Yes, we need to be able to add a gift to an Opportunity from inside the opportunity (currently only possible to add the opportunity to the Gift from inside the gift.)
This is much needed. To link a gift to an opportunity from the batch in web view. Same thing for linking to events. Much needed.