We would like to be able to tag portfolios from a drop-down list that we populate in the same manner that scopes work. For example: need, EOP, match pool, first-generation student, underserved community, transfer student. At the moment, we have added many of these tags to our scopes to help us sort through the opportunities. But there is a demand to add more, and we are already have opportunities with 4-5 categories within their scope. We have considered adding a field to the fund and making it portfolio visible as we have with other fields, but it would be more helpful if we could standardize the terms we use to tag opportunities with a drop-down list, and that is not an option of a new fund field. Ultimately, we would like to run reports that showed the breakdown of scholarships organized by tags: 12 EOP scholarships, 7 transfer scholarships, 14 UG scholarships for first-generation ...
Client Name "shard name" | foster-washington |
User | Opportunity Admin, Stewardship Admin, Donor Admin |
Functional Unit | Portfolio, Reports |
Employee Name | Tim |