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Allow a column or columns to be frozen in a Data List
When we have many columns in a Data List which we've built, it would be very handy to be able to freeze a couple of columns (e.g., Lookup ID and Name) so that when we scroll across the columns, we can still see which record we're looking at. This ...0 Reviewed: Voting Open
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Change designations or allow to be blank for opportunities without the Solicitor becoming unlinked
When a designation is changed in batch the solicitor becomes unlinked from the opportunity. We need to be able to change the designation without the solicitor losing credit.3 Reviewed: Voting Open
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Allow inactive Stewardship Plans to be made Historical
Stewardship plans cannot be historied as they are completed or become inactive. Historical functionality exists for Prospect Plans. The only option for Stewardship Plans currently is to add the word "Historied" in the stewardship plan title. They ...1 Reviewed: Voting Open
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Enable Edit on Prospect Team list for plan managers added via Prospect Plan
Development officers and coordinators need to efficiently add end date to plan managers (primary, secondary) to support visibility on assignments, particularly for Fundraising Managers and leaders who want an "at a glance" view of active assignmen...0 Reviewed: Voting Open
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Allow the default status of a prospect plan step to be changeable
Out of box, the default status of a prospect plan step is "Planned". My organization would like to change the default status to "Pending". Accordingly, we would like CRM to have functionality to allow us to change the default value.3 Reviewed: Voting Open
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Add fiscal year to Planned Step Summary/Completed Step Summary
I suggest adding a fiscal year option to the Planned Step Summary/Completed Step Summary pull down menus. Currently, the only options are "All dates," "Next 7 days," and "Next 30 days." Thanks!0 Reviewed: Voting Open
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Add the Opportunities tab to the process of adding a Prospect Plan on a constituent record
When adding a prospect plan to a constituent, you should have the ability to click on the Opportunities tab to enter that as well before saving. This way you can enter the details, steps, and opportunity in one swoop then click save versus enterin...5 Reviewed: Voting Open
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Alow changes to be made to the prospect plan a planned gift is linked to
There is currently no way to change the prospect plan a planned gift is linked to so if the planned gift is linked incorrectly when entered, you have to delete out the planned gift and enter it back in, in order to change the plan that the planned...1 Reviewed: Voting Open
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Add "Subject Area" to Guidestar Data in Wealth & Ratings Affiliations
At the University of Michigan , we are currently pushing to gather and transform as much biographical data about prospects into Interest Data. One area we have recognized as a possible source for this project is the Guidestar data in the Affiliati...0 Reviewed: Voting Open
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Add the ability to add Organization records to Research Lists.
Prospects are often organization records and this additional functionality would allow the research list tool to be used more robustly.5 Reviewed: Voting Open