enable additional wealth and ratings fields in the batch template.

The current wealth and ratings template is severely restricted; users can only import in likelihood configurations (i.e., annual giving likelihood, annuity likelihood, etc.). We should be able to import in wealth summary fields (real estate, securities, other assets, etc.), as well as specific wealth & giving capacity figures via the batch template.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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    Pat Conley commented
    3 Mar 02:30pm

    Hi Lisa - no this has not been updated. It remains open for voting.

  • Lisa McLarty commented
    21 Feb 06:20pm

    Has this been updated in any versions yet?? Really need this.

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