In Work Center -> Portfolio add opportunity column (So you can see Assignments, Actions & Opportunities)
Adding the ability to see opportunities in the Work center -> Portfolio would allow a one stop shot to see if your assignments have an action, opportunity or both. This ensures a plan for all of your portfolio.
Yes, absolutely! I need to be able to see which constituents have an opportunity as well as those without. A column in Work Center on the Portfolio view would be the ideal place for this. It should also be a column that could be added to the Lists section.
Looks like there are multiple related ideas with several votes on each. Has anyone heard any updates from Blackbaud on this?
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Yes, absolutely! I need to be able to see which constituents have an opportunity as well as those without. A column in Work Center on the Portfolio view would be the ideal place for this. It should also be a column that could be added to the Lists section.
Attachments Open full size