Allow bulk changes to Opportunities (Proposals)
We need the ability to make bulk changes to opportunities using Global Change. In database view the global change feature for Proposals (Opportunities in Webview) only allows changes to ALL opportunities. We need to be able to change a selected number of opportunities using this feature. It creates too much manual work to make global changes to opportunity statuses or mark old opportunities as inactive. The only other way to make these changes is with a cumbersome import process. Please add mass changes of Opportunities into the plan for the Total Web Solution.
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Nicki Downer
- Aug 15 2025
- Reviewed: Voting Open
Related ideas
My use case: I recently imported over 24K proposals in DB view for our Fiscal Year 2027 solicitation pool. Import is not yet available in Web View. I noticed web view has an Opportunity snapshot tile for the Home page, but it isn't populating with the correct information in the bar graph. This is because DB view doesn't record a status start date, but Web View needs it for the tile. The only way for me to get these proposals to populate this Opportunity snapshot tile is to manually change the status from one option to another and then back so that there will be a date associated with the status. I, unfortunately, do not have the time to manually do this for over 24K proposals individually. Allowing bulk changes would help me fix this without having to wait until next fiscal year to use the Opportunity snapshot tile in web view.
Please allow Global changes, especially in batch processing. When you have a batch of 100s of gifts and all information is the same, this is the best and most accurate way to do that.
Global changes, help in assisting with accurate, secure data entry, in a quick manner.
Please consider voting on idea: https://renxt.ideas.aha.io/ideas/RENXT-I-8701 to introduce bulk grid editing to all record types.
Opportunities/Proposals are too key to the functionality of the Work Center and good major gift fundraising for organizations to not have access to work with them in bulk. You can access the Import ID in Export and then use the Import function to change them, but they should have more options for Global Changes - ideally from within the List - to be able to mark a group of Opportunities with a changes Status, etc.