Allow removal of members when doing a Research Group Assign PM Process
We would like the ability to remove certain members of a Research Group when using the Assign Prospect Manager, instead of having to add the PM to all Research Group Members.
Jun 29 2015
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Add the option to "Clear Results" for the Assign a letter under Acknowledgments section
From a research group, select the members to be reassigned.
add the ability to mass remove group members from a group
Augment Prospect Assignment Process to allow assigning ownership of Steps/Interactions
allow us to add columns to research groups
Allow Group and Committee Members to have a start date in the future
Allow users to search group and household members separately
Transfer plan steps and interactions only for current plans and not historical
allow committee or group members to be added via batch entry