Adding Qualification Points to views for Opportunities

Chuck Steel

We make heavy use of auto-match opportunities and I'm looking for verification that what I'm trying to do isn't currently possible. I know how to create a custom grid view using the General Application's view of Applicants and make that the default view for all opportunities. The problem is that since there are no qualification points on the general application, that column is not available to add to the grid view which results in a view that cannot be sorted by qualification points.

(Yes, the person reviewing the applicants can add the column and sort by it, but I'm trying to save as many clicks as possible for the user).

I did not see this functionality as a submitted idea, but perhaps I missed it. Before I submit this as an idea I wanted to check here to see if anyone else has found a way to do this.

Thanks.

Mary Trautman

Hi @Chuck Steel,
You are correct, you don't have qualification points in the General Application's grid, however, you do have another option to accomplish this.

You can create a custom grid in any opportunity's Application's grid, call it "Awarding View' or similar. Rearrange/remove columns, add your filters and sort as needed. Save the grid view and then reach out to Support and ask them to clone this view to all opportunities (or just Automatch, or a list of specific opportunity IDs). You can also ask them to make this the default view for those opportunities.

See this KB article for more information: Blackbaud Award Management: Is it possible to copy (clone) saved Opportunity Grid Views?

Hope that helps!