Maintain "Include inactive" checkbox in Opportunities tile for all records viewed as default
When you click on the "Include inactive" checkbox in the Opportunities tile, you are able to view all opportunities for a constituent. This is important for fundraisers to see all major asks made to a constituent even if they have been coded as inactive. Currently, you need to click this checkbox on every record you view every time to see all opportunities. It would be great if these settings "stuck" like a default as the columns do in NXT or as columns and settings to in the database.
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Brooke Donovan
- Sep 19 2017
- Reviewed: Voting Open
Related ideas
It would also be helpful to have the "3 Opportunities" only reflect active opportunities. If "Include Inactive" is checked, then the number would change to reflect inactive as well, and then be able to see the inactive when you click on the "X Opportunities" link.
Agree - On a similar vein, on the Constituent Record, the panel might say "7 Opportunities," but it only shows the Active opportunities, which is very common-sense and helpful, BUT if I go to the trouble to click the link that says "7 Opportunities," it's because I want to see the seven opportunities. Instead, if some of them or inactive, I have to open the Filter window and click the "show inactive" box. Opportunities are heart and soul of the history of your relationship with the Constituent, so the actives are not the complete picture.
This is a must to be able to have an option to set "show inactive" boxes as default.
We would want that option for addresses as well. If you mark an address as "Do Not Contact" it defaults the address as "Inactive". That's fine, until you are trying to update addresses and want to make sure that the "new" address is not an old recycled address.