Queries for Opportunities

We are utilizing opportunities more often but are limited with the the fields we can filter by (for example, not all opportunities with names that include "Fiscal Year 2021") and export (no constituent ID) in NXT lists. It seems we can do global changes in the database, but only to all opps. If we could create queries of opps this feature would be much more useful... for example, globally change the status of all opps that contain "FY21" in the name and a Funded Amount = $0 (from a query) to Closed Lost.

  • Guest
  • Oct 5 2021
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