Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?
Jun 29 2015
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BBECRM: Interaction from a prospect plan are limited in how they can be secured
Link interactions to the associated prospect plan
Adding Steps to Prospect Plans in Bulk
remove 'planned' as an option for a plan's status
Add Additional Solicitor Field to Interactions
Display Stewardship Steps on the Interactions tab for Participants (similar to how Prospect Plan steps work)
Create global change categories to add/delete sites on to features.
provide the ability to add prospect plan outlines in bulk or provide the ability to copy prospect plan outlines