Add a "notes" functionality to research lists & my prospects & plans

This would be useful to anyone reviewing a research list for prospecting purposes. It would be great to have a space to add a note to self about certain individuals or reminders for the next visit, especially if the list is pulled via query on a certain population, location, giving threshold, etc. that the fundraiser won't come back to for awhile.

 

This would also be great to use in the my prospects & plans area - adding a note about the relationship to certain prospects that will be waiting every time a fundraiser goes to look at their upcoming steps.

 

This is in addition to interactions (including tasks). The task requires too many fields what I envision, which looks more like an Acrobat comment - it will be date/username stamped automatically, but is basically a free text field for the fundraiser to easily enter any notes or reminders.

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  • Sep 12 2019
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Indiana University Foundation
Reported Version 4.0
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