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Add 'Research Request Date Completed' as a field in query
In order to query off of date entered vs. date completed (to look at turnaround time and efficiency of the Prospect Research team) we would like to be able to query off of 'Research Request Date Completed'.0 Reviewed: Voting Open
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Improve the research request & management function
There is a lot of room for improvement of the research request and management functionality. For instance, the way a request shows up in the prospect record and the way requests are listed in the research request pages. BB needs to talk to resear...1 Reviewed: Voting Open
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auto-populate the start date to default to the current date when a new constituent record is created
Currently BBEC adds a notation outside of the start date field in the 'Edit address' dialog box that lists the date of creation. It would be more useful for this to auto-populate in the start date field, along with the option to change it if we wi...0 Reviewed: Voting Open
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allow users to enter a prospect research request with a due date in the past
When attempting to update a prospect research request with a due date in the past, users receive the following error: The request due date cannot be in the past. This becomes a problem when reporting on research analysts' metrics - in order to upd...0 Reviewed: Voting Open
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On the research request form, allow typing in the lookup ID in the Prospect field to locate a record, rather than requiring either their name (which often leads to a search screen) or clicking the magnifying glass and THEN adding the lookup ID to a search screen.
I would like to be able to just type or paste the lookup ID directly into the Prospect field and have that record come up automatically without the extra clicking & searching.1 Reviewed: Voting Open
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Have the ability to have individuals and org records included in one research request
Currently when you create a prospect research request it can only handle all individuals or all organizations.0 Reviewed: Voting Open