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?
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?
-
Guest
- Nov 9 2015
- Shipped
- +27
Related ideas
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.