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.
Hi Lisa - no this has not been updated. It remains open for voting.
Has this been updated in any versions yet?? Really need this.