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Add the lock feature present within Stewardship plan steps to Major giving plan steps
We've noticed the locked option that can be applied to steps within a Stewardship plan. This same option does not appear to be present within major giving prospect plans. Can you add this option to prospect plan steps, too?0
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Increase number of Prospects in Pipeline Plan Type Charts that can be displayed
Right now up to 8 active and historical Prospects in Pipeline by Plant Type Charts are displayed on this dashboard page. Administrator can't limit to active, can't pick which ones display, and only 8 are available. This is such a nice feature, but...0
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Allow the creation of Acknowledgement Letters and Envelopes From One Process
Using an Acknowledgements Marketing Process, I was able to add the same segment twice with two different packages, one for the letter and one for the envelope. However, this didn't work. We should be able to have this work or have another method t...0 Will not implement
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Recognition Summary tab seems inflated
On the recognition summary tab of a individual record, the total recognition credit for a household appears to be incorrect. This occurs when more than one member is credited for the same gift and a member of the same household. This number seem...0 Reviewed: Voting Open
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Add the ability to edit the Site on a Stewardship Plan in bulk
It may be necessary to change the Site on Stewardship Plans on multiple records at once. There doesn't appear to be a way to do this via Global Change or in the Manage Stewardship Plans area in Prospects.0 Reviewed: Voting Open
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Enhance search feature for linking associated revenue to an opportunity
Currently, it takes multiple click throughs and manual entry of either a name or ID number to find the record that needs to have revenue linked (when doing outside of gift processing). It would make more sense to default to the record that owns th...0 Reviewed: Voting Open
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Add a "duplicate" button when entering philanthropic gifts manually
Because so much philanthropy is annual, when manually entering philanthropic gifts in a constituent's record, it would be soooooo helpful to be able to duplicate the entry, then just change the date and source document link as needed.0
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allow users to enter a prospect research request with a due date in the past
When attempting to update a prospect research request with a due date in the past, users receive the following error: The request due date cannot be in the past. This becomes a problem when reporting on research analysts' metrics - in order to upd...0 Reviewed: Voting Open
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Associate gifts to a plan (when an opportunity or planned giving record doesn't exist)
There are often times where a gift comes in before a specific solicitation is made.... the gift should be associated to the plan (to demonstrate effort in cultivation) but it shouldn't go against an opportunity or a planned giving record. A new ta...0
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Add a global change, or other bulk method, to end date prospect plan managers even on historical plans
My organization would like a way to add end dates to primary managers on historical prospect plans. We have several thousand historical prospect plans without end dates for the prospect management team (Primary manager, secondary manager). To get ...0 Reviewed: Voting Open