Add a prospect tile

Add a prospect tile - Hereƒ??s what Iƒ??d want. Itƒ??s fairly similar to what was displayed in 2.9.

ƒ?› Prospect Status (edit link for those with permissions)
ƒ?› Prospect Manager (edit/replace link for those with permissions)
ƒ?› Primary Manager*
ƒ?› Stewardship Manager*

*I realize there can be several of these on a plan. Maybe it could scroll like addresses etc. do?
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  • Nov 9 2015
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  • Trit Mulligan commented
    15 Jul, 2016 07:07pm

    There is a Prospect status tile available in 4.0.  The user will need to opt-in and select to view on a constituent record. 

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