Have the ability to have individuals and org records included in one research request
Currently when you create a prospect research request it can only handle all individuals or all organizations.
Nov 9 2015
Organization Name (Please enter full organization name)
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Ability to covert record type - ie. Individual record change to Org record.
Add the ability to add constituent specific IDs, such as Prospect Research Request IDs, to the Add Notification form
The ability to view more than one education record on a constituent record at one time.
Submit research requests without a related prospect
Allow bulk 'Include in next send' for Invitees
The ability to add Organisations to Research Groups in addition to Individual
Add the ability to add Organization records to Research Lists.
Ability to add an interaction to all individuals in one group or committe
Provide the ability to make changes to completed research request without having to resubmit the request.
Include the Add Prospects to Request button in My Prospect Research Page