-
Remove link send email when email is set to Do Not Email
When an email address is set to Do Not Email, it would be helpful to remove the email link in the constituent header to launch an email using that email address.0
-
Add the ability to add constituent specific IDs, such as Prospect Research Request IDs, to the Add Notification form
My organization uses notifications to indicate that a constituent has a Prospect Research Request open. We usually just have 1 constituent per research request, which means that adding a new constituent notification for each individual prospect re...1
-
Add a comments field to Stewardship Recipient records
We would like to add notes on a Stewardship Recipient record just as we do on the Fund Recipient record.1 Reviewed: Voting Open
-
Make entry of contact report/interaction on one screen with an option to add it to or request a plan
My fundraisers regularly forget to add their interactions as contact reports inside their plans. Fundraiser then can get confused if they look in their plan and don't see the contact report there because they accidentally entered it as an interact...0 Reviewed: Voting Open
-
Add an option to no longer require having the opportunity designation amount equal the ask amount in a qualified status
Currently the Opportunity Designation Amount must equal the Ask Amount if the opportunity is set to a qualified status. This can be misleading as you will not know the actual amount asked for until you have asked for the gift.0 Reviewed: Voting Open
-
add stewardship end dates to purposes via a global change or import
We have 125 purposes where we need to end date a stewardship recipient.0
-
Need ability to change the prospect plan linked to a planned gift record
Sometimes, we need to change the prospect plan that is linked to a planned gift record. At this time, it is currently grayed out in the Edit Planned Gift screen; therefore, you have to delete the entire planned gift record and start over from the ...1 Already exists
-
create a way to end-date/remove prospect plan team members in bulk
It would be beneficial if there was a way to end-date/remove prospect plan team members in bulk. The functionality exists to delete other prospect plan roles in bulk (e.g. primary manager, secondary manager, etc.), so makes sense to have the same ...0 Will not implement
-
On the research request form, allow typing in the lookup ID in the Prospect field to locate a record, rather than requiring either their name (which often leads to a search screen) or clicking the magnifying glass and THEN adding the lookup ID to a search screen.
I would like to be able to just type or paste the lookup ID directly into the Prospect field and have that record come up automatically without the extra clicking & searching. -
Show date and user who last changed a Plan
Security on plans is very broad (any development officer, their staff and all prospect management staff can update). Therefore, it would be very helpful if the system captured and displayed Last Updated information at the top of the Plan screen. F...