Add Plan Name to Pending Steps and Prospects & Plans
Add Plan Name as a new column on Pending Steps and Prospect & Plans tabs. Corporations often have multiple plans and it is difficult to identify which is which currently.
Jun 29 2015
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Organization Name (Please enter full organization name)
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29 Mar 00:13
Completely agree. Please also add Lookup ID.
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The ability to add a Committee as the owner of a prospect plan step.
Add location to the two datalists for steps within a prospect plan
Add the ability to query on the last completed prospect plan step
Add the lock feature present within Stewardship plan steps to Major giving plan steps
Stewardship Plan Step
Not add completed unplanned contact reports to the "Completed Steps" grid on a prospect plan
Allow recurring steps on a prospect plan
Adding Steps to Prospect Plans in Bulk
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.
Add Step Status to the OverDue Steps tab