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Stewardship plans appearance under my fundraiser area
Is really helpful to see prospect plans and steps summarised on the My Fundraiser Page, would like the same suggestion for Stewardship Plans0 Reviewed: Voting Open
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Stewardship plan should associate somehow with the purpose being stewarded
The plan should associate somehow with the purpose that is being stewarded. Without that link, there is no incentive to use the plans to track sending annual endowment reports. Currently, the focus is solely on the constituent being stewarded, but...0
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Allow sponsors to make "catch-up" payments online
Sponsors can become delinquent on their payment schedule, with a "past due" balance. Currently, these catch-up payments can only be managed by org users, by accepting a payment from the sponsor by phone or email and applying the payment toward the...
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From a research group, select the members to be reassigned.
By having the prospect manager listed it would even be easier so we could sort and then only choose those assigned to that one PM that need to be reassigned.0
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Automatically update next step to pending
When you complete a Step, it should automatically change the next steps to Pending status, if there are no other Pending steps for the plan. The DOs often work from the Pending Steps tab and may overlook steps if a plan doesn’t have a step at Pend...0 Reviewed: Voting Open
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Add prospect manager to details of a research group
when viewing prospects in a research group, we would like to see who their prospect manager is. -
add complete research request to interactions page
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Link 'Source Used' table on the Prospect Research Complete Request to WealthPoint's 'Source' table
We would like the option to link the Sources Used tables on the Prospect Research Complete Request table to the Source tables on WealthPoint Wealth Details pages.0
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allow us to configure prospect research requests so that when a date is entered, it pre-populates the priority due to that date
If we were able to configure the priority to be something like 2 weeks for normal or 5 weeks for low, by entering a date, the system would automatically provide a date and would provide us one less key stroke and manual config. Thank you! -
Allow recurring steps on a prospect plan
We would like to be able to add recurring steps to a prospect plan, and not be limited to entering a step per year if there is a recurring initiative attached to a solicitation.