Allow for opportunity tags
Auburn would like the ability to mark opportunities as either need based or merit based and have that information available to easily access within a grid. The reason for this is that they need to easily access this information in order to provide a record for prior prior setup.
I think this could be solved by allowing people to create tags for their opportunities, since it doesn't seem worthwhile to create something as specific as "need/merit"
Employee Name
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Mary Trautman
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Client Name "shard name"
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auburn
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User
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System Admin
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Functional Unit
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Portfolio, Automatch, Apply-to
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Are these opportunities different within the same portfolio? if not, then making fund fields portfolio visible should solve this problem.