Opportunity dropdown in Enhanced Revenue batch shows all accepted opportunities

Leslie Green
Leslie Green
Eighth Anniversary Participant Loyalty Badge
in Blackbaud CRM™ General Discussions

Hi everyone! In the opportunities drop down menu in the enhanced revenue batch, it currently shows all accepted opportunities, regardless if they have been fully funded and/or marked as historical opportunities. So for some of our prospects that have annual opportunities on their records, we see a long list in the batch drop down rather than just seeing the ones that are accepted that have yet to have the full revenue amount committed yet. Is this a setting/configuration that can be changed so we can have this list narrowed down to just the relevant opportunities for each prospect?

Comments

  • nixon Lesteraction
    nixon Lesteraction
    Second Anniversary Facilitator 1

    The improved revenue batch currently displays all accepted opportunities in the opportunities drop-down menu, regardless of whether they have been completely financed and/or designated as historical opportunities. On the batch pull down, we therefore see a lengthy list for some of our prospects who have annual opportunities on their records rather than just the accepted possibilities for which the full revenue amount has not yet been committed.

  • Flaugher Shirley
    Flaugher Shirley
    Second Anniversary Name Dropper Facilitator 1 December 2023 Challenge: Season of Giving
    The "Opportunity dropdown in Enhanced Revenue batch shows all accepted opportunities" means that in the Enhanced Revenue batch system, the dropdown menu for selecting opportunities includes all opportunities that have been accepted, regardless of their specific status or other criteria. This allows users to choose from a comprehensive list of accepted opportunities for further processing or analysis.
  • Flaugher Shirley
    Flaugher Shirley
    Second Anniversary Name Dropper Facilitator 1 December 2023 Challenge: Season of Giving

    @nixon Lesteraction
    The Opportunity dropdown menu in the Enhanced Revenue batch displays all accepted opportunities. This means that when utilizing the dropdown feature, users can view and select igg game from a list that includes all opportunities that have been accepted within the system.

Categories