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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?1 Reviewed: Voting Open
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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 disco...0 Reviewed: Voting Open
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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...0 Reviewed: Voting Open
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Add the ability to assign multiple sites when creating the Major Giving Plan
Currently there is not a way to create Major Giving plans with no site assigned to them and still have users, that are site secured, to see these plan steps for use when copying/creating new plans. By adding the functionality to add multiple sites...1
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Enhance File a contact report form for next step in a prospect plan when no step is defined. Include fields and functionality similar to Edit next step information.
Enhance File a contact report form for next step in a prospect plan when no step is defined. Include fields and functionality similar to Edit next step information. Fundraisers prefer to complete next step information at the time of filing a conta...0
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Allow Dates and Comments
It's been suggested that it could be helpful if users could see start/end dates and comments on (similar functionality to previous group memberships) current group memberships fields. This was requested as some constituents have left/rejoined th...1
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Volunteer Traits
The ability for volunteer traits to have a start date and a comments box.0
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Update the 'Write a Letter' data form on Prospect Plan steps to new SP5 forms
Important new features are missing when writing to a prospect as the data form used has not been upgraded to a SP5 form as per the constituent 'write a letter' data form. The features missing are: The ability to edit letter The ability to downlo...0
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Allow the warning on overdue prospect plan steps to be disabled
My organization would like to disable the warning/caution sign that appears on prospect plans that have an overdue step and that other organizations would like that option as well. -
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.0 Reviewed: Voting Open