Allowing one action to be linked to multiple proposals/opportunities

In one meeting, a MGO can discuss multiple proposals. When writing that contact report into an action on RE, you can only link it to one proposal or opportunity. However, this contact report might share movement about a planned gift AND a major gift. This is two separate opportunities/proposals that the ONE contact report would need to be linked to.

  • Guest
  • Apr 3 2024
  • Attach files
  • Guest commented
    April 03, 2024 14:16

    Great idea!