Enhance File a contact report form for next step in a prospect plan when no step is defined. Include fields and functionality similar to Edit next step information.

Enhance File a contact report form for next step in a prospect plan when no step is defined. Include fields and functionality similar to Edit next step information.  Fundraisers prefer to complete next step information at the time of filing a contact report rather than having to go back into the plan and create the next step. 

  • Karen Rayshel
  • Jan 14 2016
Organization Name (Please enter full organization name) University of Wisconsin
Reported Version 4.0
  • Attach files