Gift Opportunity History Child Form

Modules>Fundraising>Gift Opportunities>List Gift Opportunities>Gift Opportunity Profile

The history child form is located under the History tab on the Gift Opportunity Profile and displays a list of opportunity stage changes for this gift opportunity. It also lists each time the next stage field is modified. Each time the opportunity stage is modified, an entry will be made on the history child form.

This topic covers the information displayed on the history child form.

History Child Form Information

The history child form displays a running history of every time the opportunity stage or next stage is changed for this gift opportunity. This child form displays the following data columns:

Column	Description
Date	This column displays the date the opportunity stage was modified for this gift opportunity.
Stage	This column displays the stage for the gift opportunity at that point in its history.
Next Stage	This column displays the next step listed for gift opportunity.
Amount	This column displays the projected amount of revenue to be generated from this gift opportunity.
Close Probability	This column displays the probability the gift opportunity will close successfully based on the current opportunity stage.

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons		Actions
Classic UI	Current UI
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.