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Add plan participants to the form when completing the add prospect plan process in bulk.
The add prospect plans process in bulk does not include plan participants. Currently, it is required to go back into each plan to add plan participants after the bulk process is complete.0 Reviewed: Voting Open
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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.0 Reviewed: Voting Open
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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 DARS0 Reviewed: Voting Open
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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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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 ... -
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 Reviewed: Voting Open
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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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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
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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