Add Conditional Applications column to Opportunities grid

One thing missing from the current opportunities grid (portfolios > opportunities) is a column indicating if an opportunity is tied to a conditional application, and if so, which one.

Currently, the only way to find a list of which opportunities are tied to a conditional is to look at the conditional's associated opportunities tab, which is not actionable.

As more clients utilize more conditional applications, it'd be helpful to be able to sort/filter the full list of opportunities by conditional they are tied to and take action if needed. I see it as looking similar to the current Scopes column in that grid.

  • Guest
  • May 13 2016
  • Shipped
Employee Name Brooke Butler
Client Name "shard name" ou, tennessee, southalabama, auburn, usc
User Opportunity Admin, System Admin
Functional Unit Grids
  • Attach files