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Show date and user who last changed a Plan
Security on plans is very broad (any development officer, their staff and all prospect management staff can update). Therefore, it would be very helpful if the system captured and displayed Last Updated information at the top of the Plan screen. F...0
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BBECRM: Interaction from a prospect plan are limited in how they can be secured
Interactions from a prospect plan should be the same as standard interactions not limited as they are now.0
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Add a Home button in Mobile
It would be helpful if there was a way to quickly return to the main screen when using the mobile version. Having a "home" button or something similar displayed at the top of the mobile site would allow users to quickly return to the main screen t...0
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Special characters in searching?!?!??! wild cards
There are creative ways to add in aliases for people that have special characters in their name, but the logic of the search function should be able to find them for you. This is a large limitation and requires copious clicks as well as can lead...1 Reviewed: Voting Open
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Mapping - Allow me to edit the route
I would like to be able to edit the driving route. For example, I want to edit the route to take I-80 instead of I-88. -
Change the manner in which "flag prospect" can be viewed by end-users
By changing this, it will allow all end-users to see if a prospect has been flagged. Currently, the only individual that can see if a prospect has been flagged is the individual who flagged the prospect.1 Will not implement
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Prospect Tile needs Option to Include Prospect Plan Participants
Prospect Plan Participants can go by unnoticed if the CRM user is used to depending on the Prospect tile to notify them of an overview of a Prospect Plan. Can you find a way designate Prospect Plan Participants using the Prospect tile?1 Reviewed: Voting Open
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Fix Major Giving Management Area Filters
The filters in the Major Giving Management area behave inconsistently; most work ok, but the 'Steps Planned' tab returns incorrect number of steps0
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Allow fundraiser who have been end dated to not receive warnings for overdue plan steps My Fundraiser Page
This is useful because fundraiser who has been end dated on a plan step should not receive any warning on their My Fundraiser Page for the overdue step since they are not part of the plan anymore.1 Reviewed: Need Further Info
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Add a planned gift balance query node.
When managing a prospect's planned gift you are able to view the remaining balance. This information is useful for reporting purposes and would helpful if it could be accessed from the front end ad-hoc query.0 Reviewed: Voting Open