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Improve the research request & management function
There is a lot of room for improvement of the research request and management functionality. For instance, the way a request shows up in the prospect record and the way requests are listed in the research request pages. BB needs to talk to researc...1 Reviewed: Voting Open
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Need for the major giving capacity on the edit wealth capacity page to have more options
The major giving capacity bans top out at 1 million and 1 dollar and up - we need to be able to say 1M - 5M and 5M - 10M, etc. and go up to 200M at least.0 Reviewed: Voting Open
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Allow Grant Progrms to be Inactivated or Historical.
Grantors change funding interest over time. CRM needs to allow Grant programs to be marked as inactive or Historical; similar to the Major Giving Prospect. This way the information is held for reference.2 Reviewed: Voting Open
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Allow opportunities to be linked to revenue with an application of 'Other'
Our organization raises revenue that is not considered a donation. These are things like cause-related marketing, fee-for-service contracts and investment income. We would use the opportunity area for tracking the potential pipeline for this reven...4 Reviewed: Voting Open
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Allow Planned Gifts to be imported via batch
My organization would like to import csvs with planned gifts (not revenue) in bulk. It would be great to have this functionality via batch or some other means outside of the PGM as we would like to import the gifts to different prospects and/or pl...0 Reviewed: Voting Open
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allow for mass entry of stewardship plans
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Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?0 Reviewed: Voting Open
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Contact information marked as not valid should remove primary contact flag
If any contact information is marked as not valid (Do Not Mail, Do Not Phone etc) then it should no longer be marked as Primary, even if it is the only one0 Will not implement
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Stewardship - Generate step update batch pending to completed
It'll be useful to include 'pending' to 'completed' field update within the Manage Stewardship Plan - Step Update Batch Process. Alternatively, a Global Change process can be used.0 Reviewed: Voting Open
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Ability to view Funding Contact or Prospect Plan Team Members in Fundraiser on the Go
Currently when a Prospect Plan is with an Organization it is often helpful to view the Funding Contact associated with the organization when opening the information in Fundraiser on the Go. Currently you only see the contact information for the or...0 Reviewed: Voting Open