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Alex Heavens

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  1. 16 votes
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    Alex Heavens commented  · 

    We use the Fund Relationship records in the same way as well, so would really value this setting!

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  2. 22 votes
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  3. 49 votes
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    Alex Heavens supported this idea  · 
  4. 149 votes
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    Alex Heavens supported this idea  · 
  5. 250 votes
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  6. 7 votes
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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+.

    Alex Heavens supported this idea  ·