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?
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.