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Add prospect manager to details of a research group
when viewing prospects in a research group, we would like to see who their prospect manager is.0
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add complete research request to interactions page
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Link 'Source Used' table on the Prospect Research Complete Request to WealthPoint's 'Source' table
We would like the option to link the Sources Used tables on the Prospect Research Complete Request table to the Source tables on WealthPoint Wealth Details pages.0
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allow us to configure prospect research requests so that when a date is entered, it pre-populates the priority due to that date
If we were able to configure the priority to be something like 2 weeks for normal or 5 weeks for low, by entering a date, the system would automatically provide a date and would provide us one less key stroke and manual config. Thank you! -
Allow recurring steps on a prospect plan
We would like to be able to add recurring steps to a prospect plan, and not be limited to entering a step per year if there is a recurring initiative attached to a solicitation. -
allow us to enter multiple stewardship types for a single constituent on the Purposes Steward tab
Our Endowment team sends out multiple types of year end results and we are unable to show that a single constituent received more than 1 report type. -
Add 'previous search' function to searches
In Raiser's Edge there was a 'previous search' button to allow you to call up your last search. It would be useful to have similar functionality on searches in BBEC, and maybe even extend it to allow you to call up older searches (say, your last 1...1
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Improve Readability of Interaction Comments in the Details Pane
The details panel for Interaction comments is so small (only displays a few lines) and scrolling is difficult, making it not very useable. We need more real estate for the Comments. Today, staff have to go into Edit mode in order to read the comme...0 Reviewed: Voting Open
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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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educational status types
We would like the ability to add a few more status types to the currently BBEC imbedded educational status types. Per our Case 11537000, these are hard coded and we cannot make changes to them.