Add button/link on constituent page to request a prospect plan

When reviewing a constituent record, a fundraiser may determine the need for a prospect plan.  Having a button on the page to link the fundraiser to the Prospect Research Request form would be helpful.  Additionally, have the Prospect Research Request form automate the Lookup ID of the constituent on the form would be helpful to a fundraiser.

  • Melissa Fulton
  • Jul 25 2018
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Indiana University Foundation
Reported Version 4.0
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