Linking Gifts to Opportunities shouldn't be a requirement, but since it is, here is an idea.

When we enter a gift that is attached to a pledge, RE automatically prompts us with "This donor has an outstanding pledge, would you like to apply it to this gift?" Is there a way so that if opportunities are set up, we can automatically be prompted to link them when we enter gifts? Like, If I were to enter Donor gift, is there a way to set up an autoprompt that says "This donor has an outstanding opportunity/proposal. Would you like to link it to this gift?"

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  • Sep 1 2020
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