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 researchers about what they need to manage their function in CRM.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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  • Alicia Benison commented
    26 Oct 03:11pm

    Agree! Missing helpful hyperlinks and columns such as constituent and requestor!

  • +18