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Ability to sort contituents by primary assigned solicitor
When reviewing a list of constituents in portfolios from the work center, all assigned solicitors appear in the same column. It would be helpful to have each assignment in a separate column to be able to sort by primary solicitor.Reviewed: Voting Open
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Bring Proposal source to the web view
this field is in database view- but not in web view- please addReviewed: Voting Open
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Adding Opportunity Status to the portfolio tab in the Work Center.
The ability to add the opportunity status on the portfolio tab of the Work Center would truly allow our fundraiser to view their constituents and opportunities in a one-stop-shop location.Reviewed: Voting Open
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Add sort function to Action Note Types in web view
Please add a functionality to sort by Action Note Types in web view. Currently the Notes are not sorted in any particular order and to find a note type you need to filter for them. This works if you are looking for a specific note type but makes i...Reviewed: Voting Open
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we are unable to get the actions on appeals out of the API.
Actions are put on appeals in the database view, but we are unable to access them through the APIReviewed: Voting Open
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Allow Users to Change Default Filters for Actions/Opportunities Summaries
When you open up your workcenter, the summary section for actions defaults to: Past Due; Upcoming (This Week); and Completed. We want to change the default for upcoming to "This Month" because our development officers are trying to schedule out ...Reviewed: Voting Open
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Ability to connect an action to two or more constituents
Example: I meet with a husband and wife to thank them for a gift. I'd like to be able to add an action of a personal meeting with both of them, and connect that action to both records. Currently I would have to add the action twice to each individ...Reviewed: Voting Open
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Creating new Opportunities - adding Campaign and Fund details
When you add Campaign and Fund details to an Opportunity, you need to know the name of the Campaign or Fund in order to be able to search. It needs to be changed so that it replicates the functionality on Filter where you are presented with a list...Reviewed: Voting Open
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Funded Amount in Webview should include Pledges and Cash or Pay-Cash and cash. Currently, both pledges, paycash and cash.
No description providedReviewed: Voting Open
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Add Previously Entered Action to Opportunity from within Opportunity
When I am reviewing an Opportunity, it would be great if "Add Action" also allowed me to add previously entered Actions, instead of just entering a new Action.Reviewed: Voting Open