Update the 'Write a Letter' data | Ideas for Blackbaud CRM and BBIS

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

Blackbaud CRM / Prospect Plan

Organization Name (Please enter full organization name)	University of Oxford
Reported Version	4.0

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

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