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Display Stewardship Steps on the Interactions tab for Participants (similar to how Prospect Plan steps work)
Participants tagged on Prospect Plans have those steps displayed on their Interactions tab, however, Participants tagged on Stewardship Plans do not have their Stewardship Plan steps show up on their interactions tab. Adding this information will ...2 Reviewed: Voting Open
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Allow inactive Stewardship Plans to be made Historical
Stewardship plans cannot be historied as they are completed or become inactive. Historical functionality exists for Prospect Plans. The only option for Stewardship Plans currently is to add the word "Historied" in the stewardship plan title. They ...1 Reviewed: Voting Open
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Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record
Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record. That way you could click right through to the constituent record to get more information about the Stewardship Recipient. Currently ...2 Reviewed: Voting Open
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Stewardship - Generate step update batch pending to completed
It'll be useful to include 'pending' to 'completed' field update within the Manage Stewardship Plan - Step Update Batch Process. Alternatively, a Global Change process can be used.0 Reviewed: Voting Open
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Create an Add Stewardship Plan Step Form that looks similar to the Add Prospect Plan Step Form
At present, the forms used to add stewardship plan steps are all grid-based. Users as my organization much prefer the look of the 'Step Add Form 2', which is used to add steps to prospect plans. We would like to suggest that a new form be develope...0 Reviewed: Voting Open
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add some way to highlight an interaction that contains crucial information
It would be nice if there were some way to highlight an interaction that contains crucial information i.e. about a prospect’s relationship with the organization. This might be a sticky or pinned interaction that could always show up at the top or ...0 Reviewed: Voting Open
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Allow Stewardship Plan Templates to be copied
Most organisations have a stewardship grid. The grid is typically set up by dollar ranges. Many of the deliverables in a grid are common across the various dollar ranges. Therefore, copying a template will make setting these templates up far easier.1 Reviewed: Voting Open
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Allow stewardship plan dates beyond Annual frequency
Currently the longest frequency for a step in a Stewardship plan is Annual. We regularly need a Bi-Yearly (two yearly) date range for the steps we use. Having a longer option beyond a year would be most helpful and reduce data entry (having to adj...2 Reviewed: Voting Open
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Owner field does not auto-populate for Write a Letter Interaction
When the Constituent "Write a Letter" feature is used no Owner data is populated on the auto-created assocaited Interaction0
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add a flag on notifications when a document is attached
When viewing an interaction, it would be helpful to have a flag in the header information to let the user know that there is/isn't a document attached. As it currently is, the user has to click on the documentation tab for every interaction, just ...