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Ability to print interactions
Our users would like the ability to print an interaction out directly from CRM in a report format. Sometimes when there are a few to follow up, an easy way to remember to action them is to print them out.0 Reviewed: Voting Open
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When adding a step to a Stewardship Plan, the Participants list should have a drop down for people on the plan
On a Major Giving Plan, when you select the participants on a plan step there is both a drop down (which includes all the people on the plan) and a search. However, for a stewardship plan there is only the search field when adding participants to ...0 Reviewed: Voting Open
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Allow a step in the Stewardship Plan to easily be deleted and allow the user to reorder steps if needed
Currently, when you set up a Stewardship Plan Template, if you erroneously add a step you did not intend, I do not believe you can easily delete the row. I also do not believe you can reorder the steps in the template without1 Reviewed: Voting Open
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Add the ability to edit the Site on a Stewardship Plan in bulk
It may be necessary to change the Site on Stewardship Plans on multiple records at once. There doesn't appear to be a way to do this via Global Change or in the Manage Stewardship Plans area in Prospects.0 Reviewed: Voting Open
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Making the Subcategory not required on an Interaction data form should actually make the Subcategory not required.
Editing an Interaction Add or Edit Form to have the Subcategory field not required, does not have any effect. If you use a Category, the Subcategory is required regardless of whether you have set the Field Characteristic INTERACTIONSUBCATEGORYID t...0 Reviewed: Voting Open
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Bigger default font size on a note
We would like to be able to set a default size for notes to be bigger, as the current default font size is quite small and makes it very hard to read notes at a glance. -
Add a comments field to Stewardship Recipient records
We would like to add notes on a Stewardship Recipient record just as we do on the Fund Recipient record.1 Reviewed: Voting Open
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add stewardship end dates to purposes via a global change or import
We have 125 purposes where we need to end date a stewardship recipient.0
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Display Stewardship plan's Plan Type under the Plan data list view
Unlike Major Gift plan's plan type, Stewardship Plan Types are not displayed in the data list0 Reviewed: Voting Open