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Add 'Research Request Date Completed' as a field in query
In order to query off of date entered vs. date completed (to look at turnaround time and efficiency of the Prospect Research team) we would like to be able to query off of 'Research Request Date Completed'.0 Reviewed: Voting Open
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Allow Plan Outlines to be made Inactive and to be sorted
We would like to be able to make Prospect Plan Outlines Inactive, rather than having to delete them when we don't want to use them for a while (or possibly ever) - they are useful background to creating new ones or can potentially be repurposed. A...1 Reviewed: Voting Open
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create funtionality that will allow mass import of constituent's scholarship information in batch
Now that 2.91 has the ability to designate scholarship recipients we need the ability to add that information in mass instead of manually one by one. We would like to import and batch in information about the funds received by each constituent- am... -
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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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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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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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
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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