Add Additional Solicitor Field to Interactions

Currently additional solicitors can only be added to contact reports/plan steps. We would like this field also available when entering an interaction outside a prospect plan (allows credit to be given to more than one fundraiser without filing duplicated interactions). Thank you!
  • James Vermillion
  • Nov 9 2015
  • Reviewed: Voting Open
Blackbaud CRM / Interactions / Prospect
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  • Guest commented
    8 Jan, 2025 08:01pm

    This would be great functionality to add.

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  • Admin
    Shaun Porteous commented
    19 Jan, 2018 04:04am

    Hi CRM Community, There was a small mix up in the communication of this issue in that the released feature was actually the addition of locations to an interaction outside of a prospect plan, but not solicitor field, as this suggestion request. Therefore, I have removed the shipped status from this post to allow further votes by our CRM users and to highlight that it is not flagged as shipped within V4 of BBCRM.

    Many Thanks,

    Shaun Porteous

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  • Guest commented
    21 Jun, 2017 04:13am

    It appears that this functionality is still not available on version 4 in Interaction add and edit forms. Can this please be re-opened?

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