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Add the Ability to create a Contact Report without creating an Interaction
When the user adds Contact Reports to steps in Prospect Plans, the interaction also displays on the Interactions tab of the constituent record. There may an occasion where users have access to the Interactions tab on a constituent record, but the ...0 Reviewed: Voting Open
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Add ability to auto add interactions from contact actions taken in FROG
When fundraisers are using FROG on their phones and call, text, email the app automatically adds an interaction that the communication took place. Users can then go update details later0 Reviewed: Voting Open
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Drag and Drop Documents into BBEC as an Attachment
Ability to drag and drop documents into BBEC as an attachemtn in the Documentation tabs. The document title would default to the file name.0 Will not implement
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Allow tab functionality for the Subcategory field on Interactions and Prospect Plan steps during creation
When creating Interactions and Prospect Plan steps, the Subcategory field is skipped when using the Tab key on the keyboard; however, the Subcategory field is available for selection with a manual mouse click or by using the up/down arrow keys on ...0 Reviewed: Voting Open
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add complete research request to interactions page
No description provided0
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Improve Readability of Interaction Comments in the Details Pane
The details panel for Interaction comments is so small (only displays a few lines) and scrolling is difficult, making it not very useable. We need more real estate for the Comments. Today, staff have to go into Edit mode in order to read the comme...0 Reviewed: Voting Open
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Ability to print interactions
Our users would like the ability to print an interaction out directly from CRM in a report format. Sometimes when there are a few to follow up, an easy way to remember to action them is to print them out.0 Reviewed: Voting Open
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add smart fields to query on the last interaction date.
There currently aren't any smart fields for interactions, which makes it difficult if you want to pull a simple query showing the summary for a constituent's most recent interaction.0 Reviewed: Voting Open
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Ability to add an interaction to all individuals in one group or committe
It is very time intensive to add interactions to each individual in the group or committee separately. Would be much more efficient to be able to add to all individual records at once.1
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Allow for interaction attributes to be added to the Add StepForm.
Currently there is not a way add an Interaction Attribute to a step using an Attribute Form Extensions. This functionality exists for adding an interaction itself but not for a step even though a step is considered an interaction.2 Reviewed: Voting Open