Update the 'Write a Letter' data form on Prospect Plan steps to new SP5 forms

Important new features are missing when writing to a prospect as the data form used has not been upgraded to a SP5 form as per the constituent 'write a letter' data form.

 

The features missing are:

The ability to edit letter

The ability to download the letter and make changes and re-upload.

 

Missing fields:

 

Owner

Interaction type

Category

Subcategory

Sites
Comments

  • Guest
  • Apr 30 2018
Organization Name (Please enter full organization name) University of Oxford
Reported Version 4.0
  • Attach files