Adding opportunity_ID to link actions to opportunities (proposals)
In reviewing the SKY API documentation on importing Actions into RENXT, there is a field called “opportunity_id” that would allow us to link actions and opportunities/proposals. That field is not available when mapping an Omatic Formula. That would be huge.
7
votes
Patrick
shared this idea
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Alex Heavens
commented
Yes this would be really important for our work. When I am bulk adding future actions for the portfolio fundraisers/stewardship teams, being able to link actions to an opportunity is really important. The two work arounds are either: upload without the opportunity linked and update manually afterwards or use IOM+.