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Populate Start and End dates listed on the Prospect Research Report under Wealth and Ratings
The fields appear on the Prospect Research Report, however are blank. These include empty columns for the constituent phone numbers and addresses. The dates exist for the constituent in BBEC, but not displaying on the report which seems unfinished...1
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Allow Planned Gifts to be updated in bulk/via import
Our organization needs to update the Expected maturity year field on all planned gifts every year. With over 2,000 planned gifts in the system, it requires a significant amount of manual data entry. Accordingly, we would like to suggest the additi...0 Reviewed: Voting Open
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add a way to track the date an opportunity is expected to be realized
Animals Asia uses opportunities on their Planned Gifts. They would like the ability to track the date an opportunity is likely to be realized. The Response date field is calculated automatically when the Revenue is created. They already use this f...2
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Add ability to link existing Interactions from a Constituents record to a newly created Major Giving plan
No description provided1 Reviewed: Voting Open
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Ability to ADD a new constituent under the Prospect Profile Request after search pulls no constituent
Currently you have to back out of the request go into Constituent search then add new constituent then go back into the request to add a request. This is cumbersome and would be more streamlined is there was an ADD button feature just as there is ...0 Will not implement
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Allow multiple transactions to be chosen from Existing Revenue in Opportunity
Currently when adding Existing Revenue to an opportunity, you can only select one transaction at a time after searching for the constituent. Constituents regularly make multiple transactions for their revenue and it would be great to associate mul...0 Reviewed: Voting Open
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Create a table for the occupation code
The occupation code is hidden on the wealth & ratings screen under the biographical link. There is a US standard of occupation codes. Instead of this being just a text field the table should be used.0
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Users need the ability to specify Revenue Category when adding planned gifts as revenue
Currently, CRM users are unable to specify Revenue Category when adding a planned gift as revenue. Revenue Category is often used to determine the GL distribution that should be associated with revenue records. Without the ability to enter the Rev...1 Reviewed: Voting Open
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create the ability to add mass plans
We would like the ability to add mass plans into the system. (This functionality should be similiar to the ability to add mass interactions.)0
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Default view for Mapping based on defined default country
Currently the mapping function defaults to opening on the US which means users need to always scroll over to the UK whenever they us it (specifically on Constituent Density Map). Would be a timesaving option to either specifically define the openi...0 Reviewed: Voting Open