Feature Prospect Classification Field in Constituent Record
I was very surprised to see that Prospect Classification isn't featured at the top of the constituent record along with Prospect Status. This would be very helpful to Development Officers in our organization, as we use those two fields in tandem. It would also be very helpful to see this field as an optional column within the Portfolio view, and to have the option to filter by Classification as well.
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Guest
- Aug 12 2015
- Reviewed: Voting Open
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Jonathon - any update on this? I just posted to the discussion forum on this question. How can we get more votes?
I just noticed the "edit details" button in the prospect management tile which allows us to change classification status. Awesome! Any insight as to why that button isn't labeled as "change classification" to mirror the "change prospect status" button?
What my development team has requested more than anything else is that the classification field is editable just like prospect status is. We use both fields in this shop to manage our portfolio prospects and donors and currently, I have to change all of our Officers' portfolio members' classifications from the classic view side when it changes. Naturally, our Officers would prefer to manage their own portfolios by changing classifications as they qualify prospects.
You could try moving the Prospect Management tile to the top of the record to make it a little closer to the top. I can understand wanting to customize the summary section to include important information from different tiles. We don't have plans to build this right now, but it's a great suggestion.
Any word on the progress of this idea? Our development team uses the classification field heavily and we need to be able to see this in the NXT view. Thank you.