Solicitors should be given access to add Giving (Philanthropic) Interests on a prospect record

Gift officers are having first hand conversations with prospects about their philanthropic interests and passions. They should be able to add this information into the Giving (Philanthropic) Interests field in the Prospect Management tile.

  • Guest
  • Apr 23 2021
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  • Joel Raasch commented
    October 13, 2022 12:43

    Please merge this Idea with

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  • Ryan Carr commented
    June 02, 2021 15:40

    Yes! Not just gift officers, but researchers need the ability to add this from NXT - instead we are forced to keep going back into the DB view to add this data, very inefficient.


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