Proposal and Pledge Integration

It would be nice if when you are entering proposals (RE Database View)  or opportunities (RE NXT) that you would have the option to have integration between that and the gifts tab. When you know that the opportunity is accepted, have an option to auto make a pledge on the gift tab without having to duplicate information already in the opportunities tab. It would also be nice if once the gift has been entered (and attached to the pledge in the fgifts tab) that the information on the proposal / opportunity section would be updated to reflect that the pledge has been received.

  • Guest
  • Oct 11 2018
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