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Add ability to link existing Interactions from a Constituents record to a newly created Major Giving plan
No description provided1 Reviewed: Voting Open
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Associate gifts to a plan (when an opportunity or planned giving record doesn't exist)
There are often times where a gift comes in before a specific solicitation is made.... the gift should be associated to the plan (to demonstrate effort in cultivation) but it shouldn't go against an opportunity or a planned giving record. A new ta...0
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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 ...0 Reviewed: Voting Open
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Tailor view interactions - need ability to select a column to allow users to see beginning of comments field
In Raisers Edge you could change the columns to be able to view what you want to see - it would be great to see the beginning of the comments field in interactions so you can easily see what each interaction was - just being able to see summary is...0
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Display that the spouse is deceased on the summary in all constituent views (prospect, event registrant, et.)
It would be nice if the constituent views were consistent, displaying "(Deceased)" next to the spouse's name like it does on the basic constituent summary view. It should look the same in view as High Touch Prospect, Event Registrant.0
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make the major giving management planned steps page more intuitive
In the Prospects functional area\Major Giving Management\Planned steps tab, users have the option to choose a filter for their team's overdue steps. (Image 1). You then can see the number of total planned steps based upon your team (Image 2). But,...0
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Remove link send email when email is set to Do Not Email
When an email address is set to Do Not Email, it would be helpful to remove the email link in the constituent header to launch an email using that email address.0
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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...0 Reviewed: Voting Open
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create a way to end-date/remove prospect plan team members in bulk
It would be beneficial if there was a way to end-date/remove prospect plan team members in bulk. The functionality exists to delete other prospect plan roles in bulk (e.g. primary manager, secondary manager, etc.), so makes sense to have the same ...0 Will not implement
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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 lead...1 Reviewed: Voting Open