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Vote
Add functionality allowing prospect plans to be merged
My organization would like the ability to merge multiple prospect plans. We have prospects with multiple plans, but in reality all the steps, interactions, etc. should be on one plan.
Created 04 Feb 22:30 by Guest
Blackbaud CRM / Prospect Plan
0
Reviewed: Voting Open
9
Vote
to have the ability to import Prospect Plans through the batch population process in CRM
it meay be usefult o have a way to get legacy info onto DARS, I was hoping there would be a way we could import it via batch, to import data against plans/in the plans area of DARS
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Prospect Plan
0
Reviewed: Voting Open
8
Vote
Add ability to link existing Interactions from a Constituents record to a newly created Major Giving plan
No description provided
Created 03 Nov 17:06 by Guest
Blackbaud CRM / Interactions / Prospect Plan
1
Reviewed: Voting Open
5
Vote
Add a global change, or other bulk method, to end date prospect plan managers even on historical plans
My organization would like a way to add end dates to primary managers on historical prospect plans. We have several thousand historical prospect plans without end dates for the prospect management team (Primary manager, secondary manager). To get ...
Created 30 May 17:05 by Guest
Blackbaud CRM / Prospect Plan
0
Reviewed: Voting Open
2
Vote
Make entry of contact report/interaction on one screen with an option to add it to or request a plan
My fundraisers regularly forget to add their interactions as contact reports inside their plans. Fundraiser then can get confused if they look in their plan and don't see the contact report there because they accidentally entered it as an interact...
Created 04 Aug 20:00 by C O
Blackbaud CRM / Prospect Plan
0
Reviewed: Voting Open
5
Vote
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 le...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Prospect Plan
1
Reviewed: Voting Open
4
Vote
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?
Created 06 Mar 20:03 by Melissa Fulton
Blackbaud CRM / Prospect Plan
1
Reviewed: Voting Open
4
Vote
Consolidate the dialog boxes for adding v. editing plan step/interactions
Currently I have found that there are three (3) different style dialog boxes for adding v. editing the following: adding or editing an interaction: Add or Edit a step An unplanned contact report There are probably more that I just haven't...
Created 20 Sep 19:57 by Guest
Blackbaud CRM / Prospect Plan
0
Reviewed: Voting Open
3
Vote
Allow contact reports to be deleted from a Prospect plan step without having to delete the step
Currently, the only way to remove a contact report that was accidentally added to a Prospect plan step is to delete the entire step and then re-add it without the contact report. In addition to inefficient, this is less than desirable as users mig...
Created 08 May 23:33 by Guest
Blackbaud CRM / Prospect Plan
0
Reviewed: Voting Open
1
Vote
would like to have the ability to use actuarial tables within CRM to estimate a person's lifespan
being ale to use actuarial tables within the CRM would allow to estimate a person's lifespan and determine proper follow-up times and other aspects of prospect management.
Created 06 Jul 14:33 by Blake Chastain
Blackbaud CRM / Prospect Plan
0
Reviewed: Voting Open
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