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Add the Mapping Feature component for Canadian customers
The Mapping feature component of the ResearchPoint module isn't available to Canadian customers0
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Update the 'Write a Letter' data form on Prospect Plan steps to new SP5 forms
Important new features are missing when writing to a prospect as the data form used has not been upgraded to a SP5 form as per the constituent 'write a letter' data form. The features missing are: The ability to edit letter The ability to downlo...0
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Allow the warning on overdue prospect plan steps to be disabled
My organization would like to disable the warning/caution sign that appears on prospect plans that have an overdue step and that other organizations would like that option as well.0
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Relax rules tying various amounts to each other and the Opportunity Status on the Add/Edit Opportunity form
My organization would like to configure some of our opportunities differently than what CRM allows. Currently, it is not possible to have an expected ask amount, a designation, and a designation amount without an ask amount on a Qualified Opportun... -
The Prospect constituent tile is directed to teh fundraiser record of the prospect manager opposed to the prospect managers record. Please add the ability to manipulate the tiles individually so it can be redirected to a specified page.
This allows less confusion for end users attempting to edit prospect manager, and prospect information on constituent records.0
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create a method for defaulting Research Request assignment to research staff
The Research Request assignment queue process is multi-step where our office is not large enough to require as much overhead to complete requests. Since we directly assign Research Analysts to a portfolio of officers, it would reduce data entry st...0
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Allow filter to specify multiple revenue types on the Opportunity Unassociated Revenue Search form
My organization doesn't want to include event registrations in the Opportunity Unassociated Revenue Search form results as it adds to many results. Currently, the filter on the search form only allows us to select one revenue type. Because we are ... -
Make the datalist for prospects match the major giving management widget
The major giving management widget has filters that include steps for prospect teams, when the steps are clicked on it brings you to a prospect datalist that does not retain any filters.0
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Naming Opportunity - Add Image
This is simply a nice to have.... It would be nice to add an image to the naming opportunity and then to add a picture of the actual naming opportunity recognition once it's installed. Example: * We have a naming opportunity for our new atrium. Th...2 Will not implement
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add the functionality for batch wealthpoint screenings in CRM to skip a bad address, rather than freezing up the whole batch.
Currently the batch screening will not go through if an address with a bad format is included in the group. Instead the batch just sits until it is cancelled. Although results are not returned, the number of screenings is decreased by the number o...0