BBECRM: Interaction from a prospect plan are limited in how they can be secured
Interactions from a prospect plan should be the same as standard interactions not limited as they are now.
Jun 29 2015
Organization Name (Please enter full organization name)
Enter a subject
Log in / Sign up
Identify yourself with your email address
You won't be notified about changes to this idea.
Adding a site to a prospect plan interaction
Link interactions to the associated prospect plan
Add an additional node on the Constituent Source view that allows users the ability to query on a specific Prospect Plan interaction that will also included that interactions Prospect Plan name.
Create global change categories to add/delete sites on to features.
Allow tab functionality for the Subcategory field on Interactions and Prospect Plan steps during creation
Display Stewardship Steps on the Interactions tab for Participants (similar to how Prospect Plan steps work)
Add a link for marketing efforts to the 'Edit an Interaction' form processed through prospect plans for consistency with the standard 'edit interaction' form.