Provide the ability to go straight to 'Mark Completed' on Prospect Research Request
Because our business process does not go through the Pending-Assigned and In Process Steps for Prospect Research Requests, we would like the option to skip straight to the 'Mark Completed' step.
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Jun 29 2015
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Provide the ability to make changes to completed research request without having to resubmit the request.
provide the ability to view other fields on the Prospect Research Report
Include the Add Prospects to Request button in My Prospect Research Page
Link 'Source Used' table on the Prospect Research Complete Request to WealthPoint's 'Source' table
Add 'Research Request Date Completed' as a field in query
Add the ability to add constituent specific IDs, such as Prospect Research Request IDs, to the Add Notification form
Have the ability to have individuals and org records included in one research request
provide the ability to add prospect plan outlines in bulk or provide the ability to copy prospect plan outlines