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Home Button: Fundraiser on the Go
when you are in a constituents plan or record in that you can also navigate easily back to the home screen with your entire portfolio1
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Add the ability to link an opportunity directly to a planned gift record (not the payments).
In CRM 4.0 SP10 a feature was added that allows payments on a planned gift to be linked to opportunities. For tracking purposes, it would be helpful to be able to link opportunities to the planned gift record itself as payments may not be realized...1
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allow users to get wealthpoint updates for group as consultant without granting full administrator rights
Currently users must have full admin rights to get wealthpoint updates for group as consultant. We would like to be able to assign this in a security group so that consultants don't need full admin rights.0
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Remove designation recognition for a new Naming Opportunity
Naming opportunities (like for a building) do not always have a fund or designation pre-identified. For small naming opportunities (rooms, equipment) there are also no pre-identified designations. CRM requires a designation for every new Naming Op...0
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Need probate status for all vehicles
Currently the only vehicles that support a probate status are: Bequest, Retirement plan assets, and Other. This should also be available for charitable remainder unitrust, charitable remainder annuity trust, testamentary charitable trust, and pote...0 Reviewed: Voting Open
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create an "opportunity template" so similarly structured gifts can be easily added to different prospect plans.
prospects for special giving programs and campaigns are often presented with funding opportunities that are uniform across the special campaign. It would save a great deal of time if a bank of standard giving Opportunities could be used to add a p...0
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To be able to make the "Outline" (Add steps from plan outline) a required field
A client requested to be able to make the Outline field on the Prospect Plan add form, Stewardship Plan add form and Funding Request add form required. Currently, it does not look like this ia field we can customize. They want users to always have...0 Reviewed: Voting Open
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Build out the Planned Giving functionality in CRM
It may be a good time to enter into discovery with clients who have sophisticated planned giving programs so that the functionality in CRM can be built out. A large amount of our "required" data is currently being captured in attributes. My guess ...0
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provide the ability to view other fields on the Prospect Research Report
Two BBEC clients would like to see the following fields on the Prospect Research Report: Awards Memberships Avocations/Research/Interests Political/Religious Affiliates Civic/Military Service Law Thoughts on Life Certifications0
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View Planned Gift Subtype from Planned Gift Details Tab
Currently you cannot view the planned gift subtype unless you go into edit on the planned gift. Need to see this subtype when viewing the data list.