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!
  • Guest
  • Nov 9 2015
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  • Guest commented
    June 21, 2017 04:13

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

  • Admin
    Shaun Porteous commented
    January 19, 2018 04:04

    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