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.

  • Nicki Downer
  • Aug 15 2025
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  • Teddi Taylor commented
    October 31, 2025 17:32

    Please consider voting on idea: https://renxt.ideas.aha.io/ideas/RENXT-I-8701 to introduce bulk grid editing to all record types.

  • Christine Robertson commented
    August 26, 2025 16:05

    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.