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Prospect Research Report - Display values
We would like the Prospect Research Report to display the Estimated wealth and Major giving capacity Values. We have not populated the Estimated wealth and Major giving capacity tables and, therefore, there is nothing displayed.0
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Allow Stewardship Plan Templates to be copied
Most organisations have a stewardship grid. The grid is typically set up by dollar ranges. Many of the deliverables in a grid are common across the various dollar ranges. Therefore, copying a template will make setting these templates up far easier.1 Reviewed: Voting Open
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Code table for the Source of the assets
The source from the wealth and ratings assets section is a free text field that is used for calculations. This needs to become a code table because users may misspell something or cause other issues.2 Reviewed: Voting Open
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change the name of the 'Add a Major Giving Prospect' button
From the Prospects area, there is a button titled 'Add a Major Giving Prospect', however, the form allows for the addition of the consittuency, a prospect manager assignment and a build out of a mgp plan and its team. The title is not descriptive ...0 Reviewed: Voting Open
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We would like to have hyperlinks in the Opportunity Pyramid tab on the My Fundraiser Page
Our fundraising team would like the ability to see where their opportunities fall within the pyramid and then click the number to see the actual prospects. A second part of this or an alternative part, would be to add the information to the Opport...0 Reviewed: Voting Open
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Include Interaction Attributes in Fundraiser on the Go (FRoG)
We were shown that we can add attributes to an interaction and make them required, unfortunately, BB did not account for interaction attributes in Fundraiser on the Go. Please include interaction attributes in FRoG so that we can have complete and...2 Reviewed: Voting Open
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Add new Contact through the Fundraiser on the Go
When you go to meetings it would be very useful to be able to add a new contact through the Fundraiser on the Go application. Now you have to go to the full version and add the constituent before you can go ahead using the application. This is at ...0 Reviewed: Voting Open
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Enable Offline Contact Form Entry for Fund Raiser On the Go
Use local storage to cache the Fund Raiser portfolio, then permit completion of Contact Report entries while offline. Reports could sync to the database when a connection is restored.0
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Remove Prospects from FROG view when unassigned and end dated under Prospect Manager History
When our fundraisers are accessing FROG, prospects that they no longer manage continue to show in their FROG instances under "My Portfolio." In CRM they are not assigned as the manager and they are end dated under the Prospects > Prospect Manag...0 Reviewed: Voting Open
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Add copy functionality to all sections under Wealth Details
We would like to have a copy functionalty on all sections of Wealth Deatils so that relevant information can be copied into a new line and edited for new use.This would especially be helpful for parcels of land entries.