Linking an Opportunity into more than one Constituent Record

Avoid the need to create same opportunity in multiple constituent records. For example, Husband and Wife, and family members fundraised on same Opportunity.

  • Guest
  • Mar 26 2024
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  • Devan Caton commented
    05 Sep 12:54

    Yes, this would be very helpful. Currently, to have the information visible on each constituent's record, our fundraisers are duplicating the proposal/opportunity on each constituent record. However, this causes issues with reporting because it appears there are multiple proposals (looks like multiple incoming gifts to be expected). Having an option to share a single proposal/opportunity between multiple constituents, like soft-crediting for gift records, would remedy this problem.