Is it possible to have functionality adjusted to display General Interactions 'summary' in the same field as 'objective'?
In the General Interactions - Pending Activity within the My Fundraiser page, is it possible to have the General Interactions summary in the same field as objective?
Nov 9 2015
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The information in the Summary field of an interaction should be populated in the Objective column of an Interaction on the Pending Activity tab of a Fundraiser page.
Ability to configure which revenue fields create posting or adjusting transactions
add smart fields to query on the last interaction date.
Allow tab functionality for the Subcategory field on Interactions and Prospect Plan steps during creation
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Add sum total of all notes and attachments from all related documentation in the Documentation and Interactions tile
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Need a Smart Field for Interactions
Make it possible to make an interaction have a mandatory field once the interaction has changed to a status of completed, but not until it's changed to that status. Making contact method mandatory once it’s a completed step so that MGO is making sure and fill that field value.