Gift Opportunity Profile
The Gift Opportunity Profile is created when a gift opportunity has been added in NetForum. The Gift Opportunity Profile displays information about the gift opportunity.
Gift Opportunity Profile Information
The Gift Opportunity Profile contains the following information:
| Field | Description |
|---|---|
| constituent | This field displays the individual, organization, or household who expressed interest in making a gift. |
| proposal id | This field displays the identifier for this gift opportunity. |
| description | This field displays the description of the gift opportunity. |
| opportunity name | This field displays the name of the gift opportunity. |
| opportunity amount | This field displays the projected amount for this gift opportunity. |
| product type | This field displays the product type that is the target of the gift opportunity. |
Gift Opportunity Profile Actions
The following actions can be performed from the Gift Opportunity Profile:
- Edit the Gift Opportunity
- Add Invoice
- Add Notes
- Add a Contact Request
- Add Assignments
- Add Documents
- Add Planned Giving
- Add Contacts
Gift Opportunity Profile Child Forms
The Gift Opportunity Profile child form section is divided into tabs. Each tab contains one or more child forms.
The following tabs are available on the Individual Profile:
- Primary
- History
- Planned Giving
- Contacts
Primary Tab
The Primary Tab on the Gift Opportunity Profile contains the following child forms:
- notes
- all notes
- requests and activities
- assignments
- invoice
- documents
History Tab
The HistoryTab on the Gift Opportunity Profile contains the following child forms:
- history
Planned Giving Tab
The Planned GivingTab on the Gift Opportunity Profile contains the following child forms:
- planned giving
Contacts Tab
The ContactsTab on the Gift Opportunity Profile contains the following child forms:
- contacts