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VNF: Agents to see if prospect has donated more than once in a FY
When an agent goes into their dashboard or their prospect profile, they can only see the total amount for gifts in a FY and only the last gift received. It would be helpful to the agent to know if a person has already donated more than once in a f...0
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Additional Merge Fields for Scripts
In the scripts, is it possible to merge in both the prospect’s first name and the prospect spouse’s first name so it reads “Dear Joe and Jane,” ? This would be incredibly helpful for volunteers who are reaching out to parent sin K-12 schools. With...0
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Change notification settings or how managers are assigned to segments to allow for ALL managers to receive notifications about ALL segments in a campaign
It would be helpful for all managers to received notifications for all segments in a campaign, rather than just the ones who are 'assigned' to that segment. Maybe that means more than one manager can be assigned to a segment (which you can't curre...0