PowerUp Challenge: First Gift Management Task

Kim Adam

@Crystal Bruce This appears to be a functionality that will help pull things together more easily.

Amie Jennings

@Crystal Bruce It's a wonderful tool to keep track of all of our proposals.

Naomi Venable

@Crystal Bruce
The editing opportunities feature can help quickly update grants acquired and change credits towards our fiscal years goal

Jason Stabile

@Crystal Bruce It's great to have this functionality in Web View to help keep things organized.

Carrie Powell

@Crystal Bruce, we used opportunities for our capital campaign, but we haven't fully deployed them for our annual giving programs. While it's relatively straightforward to link a gift to an opportunity, I don't think the development staff will do this on a regular basis at this time.

Shalena Stelzig

@Crystal Bruce I linked to a new opportunity to see how this processed worked. We currently link gifts to opportunities so this is great news that we will be able to continue to use this function.

Joanna Studt

@Crystal Bruce we use RE to manage our grants, so it is great to be able to link gifts to opportunities (aka grants).

Keri Eadie

@Crystal Bruce This will be very helpful when we can do it right at the point of entering the gift or from the batch. Looking forward to when that becomes available.