View Full Plan Name in CRM Mobile
In CRM Mobile(4.0) we currently cannot see full plan name. It will be helpful to see the full name at a first glance. Also we should be able to sort in reverse order when viewing plans.
Nov 9 2015
Organization Name (Please enter full organization name)
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Remove historical plans from prospect plan pipeline views
Add Plan Name to Pending Steps and Prospects & Plans
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.
Display Stewardship plan's Plan Type under the Plan data list view
View Planned Gift Subtype from Planned Gift Details Tab
Have access to Marketing Plan Tasks in the Query View
Telephone numbers not visible on Planned Records view
Planned Gifts Excluded from Revenue Marketing Query View
Choose full name or abbreviation in state/county on address add
Have the ability to view the subtype on the list of planned gifts on the Prospect page