-
Add ability for users to mark stewardship plans as historical
This is a feature that exists for Prospect Plans, which parallel Stewardship Plans in many ways. We have a number of donors who will have robust (and multiple) stewardship plans that could be going on all at the same time. Over time if we are unab...6 Shipped
-
Filter my fundraiser page
I was discussing prospect management with my team and they were complaining about the My Fundraiser page. Their issue was that with c200 prospects each it is often impossible to keep track of so many alumnae on one page. I think it would be very...1 Shipped
-
Ensure default name formats are added to new Constituents added via Constituent Update Batch
Default Name Formats are not applied to new Constituents added via Constituent Update Batch There are defaults for name formats set up in Configuration within the Constituents Functional Area. Those defaults are added to new Constituent records w...0 Shipped
-
Would like the ability to link the solicitor to the opportunity
Would like the ability to link the solicitor to the opportunity0 Shipped
-
Add the ability to link a planned gift to an opportunity
As a development officer, I need to link a planned gift to an opportunity since my organization uses opportunities as part of our fundraising pipeline tracking and for reporting on performance and financial metrics.0 Shipped
-
Show both the assesed and market value for real estate
Under Wealth and Ratings, under Real Estate on property tab, we would like to see both the assessed and market rate.0 Shipped
-
Would like the ability to have more than one qualified/response pending opportunity on a plan
Would like the ability to have more than one qualified/response pending opportunity on a plan -
Transfer plan steps and interactions only for current plans and not historical
When adding a prospect assignment process to change a selection of Prospects from one PM to another, if you mark the last checkbox 'transfer plan steps and interactions' then the process changes the owner on all historical/completed steps to the n... -
Fundraiser Page - Qualified Amount should not include accepted
Currently the Qualified Opportunity Amount field includes opportunities with the statuses of qualified, response pending and accepted . We think this field should be changed to only include opportunities with a status of qualified and response pen...0 Shipped
-
Pending Interactions on My Fundraiser Page
Right now only pending steps show up on My Fundraiser Page under the Pending Steps tab. We also enter pending interactions, but those do not show up anywhere on My Fundraiser Page. It would be helpful to have a tab called Pending Steps/Interaction...0 Shipped