Help with flow involving gifts and opportunities

Liz Dixon-Eversole

I am trying to create a list of gifts given yesterday that have an opportunity on the constituent record. As a way to prompt folks to make sure opportunity gifts get linked correctly. I've started by pulling the gifts, getting the gift detail, getting the donor record, listing the constituent fundraiser. This part works. Then I'm trying to get any opportunity that we have with a status of Funded, Solicit, or Blank. I created an opportunity list for that. I seem to be doing something wrong. I think I'm in a loop with the opportunity list that I never get out of... Anyone available for a 15 minute help session? I'd be forever grateful.

Liz Dixon-Eversole

Here is the secret. Use List an Opportunity, but do not include a list. Use the Constituent ID field to link to the Gift Constituent ID. Make sure you put the opportunity in the right place, which is in the For Each Gift loop, not in a sub loop!! Thanks, Dan, for your help.