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enable additional wealth and ratings fields in the batch template.
The current wealth and ratings template is severely restricted; users can only import in likelihood configurations (i.e., annual giving likelihood, annuity likelihood, etc.). We should be able to import in wealth summary fields (real estate, secur...2 Reviewed: Voting Open
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Add Plan Name to Pending Steps and Prospects & Plans
Add Plan Name as a new column on Pending Steps and Prospect & Plans tabs. Corporations often have multiple plans and it is difficult to identify which is which currently.1 Reviewed: Voting Open
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do not automatically add constituent's contact information as household's
When using the task ' add to group or household' there is no option to specificy that the constituent's contact information should not be placed onto the household. We need to be able to choose this instead of the information auto-populating.0 Reviewed: Voting Open
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Add the Primary phone number and Primary Email Address as columns that can be added to a Research List
Currently you get the primary address as options to pick. If I want to export this and make it a contact list It would be handy to have emails and phone numbers. I could also export my list and grab the emails so that I can communicate. This would...0 Reviewed: Voting Open
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add start and end dates to Wealth Summary and Model Scores tab
On the Wealth and Ratings page for a constituent, on both the Wealth Summary tab under Model Scores and Ratings and on the Model Scores tab, it would be nice to see the start and end dates of the different ratings.3 Reviewed: Voting Open
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Show Wealth and Ratings History
Date stamping within anything and everything within the research entries,to show when and who wrote the information. -
Default date on "Add planned gift as Revenue" form to current date.
On the "Add planned gift as Revenue" form, default date to current date instead of Gift Date. This date becomes the GL post date and it should be current.1 Reviewed: Voting Open
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Constituent Status in Batch
Would like to see the Constituent Status in the Constituent Window when working in a batch. This way we know if a constituent is coded inactive or active and it stops us from assigning a gift to an inactive constituent.0
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Add an expected amount field to opportunities
Fundraisers would like the ability to enter in an expected amount for their opportunities. This differs from expected ask amount and likelihood. As in my "expected ask amount" is $1 million, my "expected amount" is $750,000 and my "likelihood" rat...0 Reviewed: Voting Open
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add some way to highlight an interaction that contains crucial information
It would be nice if there were some way to highlight an interaction that contains crucial information i.e. about a prospect’s relationship with the organization. This might be a sticky or pinned interaction that could always show up at the top or ...