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add a way to remind users of interactions/tasks that are due
Add a Tickler system where you can add a reminder with a particular date/time due that appears on the Home Page. We used to have this with Raiser's Edge and found it quite helpful. The client also mentioned providing a Tickler report like there wa...1 Already exists
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Delete interactions via a global change
Allow users the abiity to delete interactions via a global change. There ae times when interactions were added to constituent records via a global change in error.3 Reviewed: Voting Open
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add some way to highlight an interaction that contains crucial information
It would be nice if there were some way to highlight an interaction that contains crucial information i.e. about a prospect’s relationship with the organization. This might be a sticky or pinned interaction that could always show up at the top or ...0 Reviewed: Voting Open
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link interaction to opportunity
We would like to be able to link interaction to opportunity0
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Add ability to link from an Interaction to an Interactions participant/s
Currently the participants of an Interaction are just a list of names with no way of moving to that record. A suggestion would be to add a hyperlink to the participants records from the ViewDataForm. An example of where this is problematic would b...0 Reviewed: Voting Open
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Documentation and Interactions tile - media links
The media links link on the documentation and interactions tile should include all media links not just documentation media links. Many of our interactions have media links. Since the tile name also includes interactions it is confusing not to see...0 Reviewed: Voting Open
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Owner field does not auto-populate for Write a Letter Interaction
When the Constituent "Write a Letter" feature is used no Owner data is populated on the auto-created assocaited Interaction0
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add functionality allowing the ability to import notes to interactions
My organization would like the functionality to import notes to interactions. Additionally, it is important that the import cause the 'Documentation attached' checkmark to appear on the Interactions summary page.0 Reviewed: Voting Open
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Organisation Summary Tab,
Organisation Summary Tab, to be available, the same as for an Individual.0 Will not implement
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allow the ability to edit the Interaction Status code table
There is often a need to track other statuses that are more granular than the options offered e.g. 'Called' and 'Not Called' following a telephone campaign.0 Reviewed: Voting Open