-
Improvement to Wealth and Rating
When you look at a real estate in a household the same property populates twice, it does have the same APAN, unconfirmed as they both are listed as owners of this property. The user has to figure out on their own that they are not to confirm both ...0
-
BBEC: Proper Design of Wealth & Ratings Summary Section
proper redesign of the Wealth and Ratings summary section could may allow the most up to date numbers to be displayed without creating further performance issues.0
-
Unable to automatically mark as Historical any rejected or canceled Opportunity
I want to keep a history of any rejected or canceled opportunities.0
-
When editing prospect manager, give us a check box to editing the PM to spouse
From the Prospect Page, when Editing or Replacing a Prospect Manager, it would be nice to be able to have a check box to make the same changes to the spouse at the same time.0
-
Streamline the online 'sponsor a [child]' user experience
There's opportunity to streamline the steps required for someone to sponsor a child, animal, etc online. One suggestion is to consolidate creating a new account and sponsoring into a single step.
0
-
Provide sponsors with more options to switch payment methods online
So as to free up staff resources and encourage donor self-service, it'd be helpful if sponsors had more options to change how they're paying for their sponsorship(s). For example: -from statements (no auto-pay) to credit card -from statements to ...
0
-
Adding RSS Feed to the Development Workspace
This will be helpful for our Organization, since we cannot set up email notifications for when steps has been assigned to a user. If the RSS Feed has been added to the Development Workspace, the users can be notified when a change has been made to...0
-
allow pushpins to be color coded based on particular field values
Being able to assign pushpin colors based on a particular value would enhance the benefit of the mapping feature. For example, red pin have estimated wealth of 1 million+, blue pins $250K-500K, orange $500K-1 million Other fields that could be he...0 Reviewed: Voting Open
-
Visibility of Constituent Data within Prospect Area
When in the Prospects section of the database, Users want to be able to access the information contained within the Constituents screen at a click. As an example, at the moment to see the giving history of any prospect a plan is being worked on fo...0
-
Assign Prospect in Bulk - Assignment Date Field
No description provided