There is currently no easy way to know if you are splitting up a group when completing table assignments; would like to receive a pop-up not
There needs to be a way to know if you are splitting up a group when completing table assignments. One idea is to display a pop-up notification when a group is about to be split up.
Jun 29 2015
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Allow the ability for spouse relationships to split individual household recognitions
allow users to get wealthpoint updates for group as consultant without granting full administrator rights
Constituent Status in Batch
Add a tab to display "Assigned Jobs"
Link 'Source Used' table on the Prospect Research Complete Request to WealthPoint's 'Source' table
Email committee members
Allow removal of members when doing a Research Group Assign PM Process
allow users to query on the Declined Recognition Level Reason
Include filter in assigned prospects in bulk to not include historical plans
Add an audit table for "last changed by" on queries