Altru Ideas
We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.
We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.
Experiencing this exact issue now- Surprised this was suggested back in 2018 and still has not been done despite the obvious popularity.
Yes, please!! Bumping, hopefully, because this CRUCIAL suggestion was made in 2018!!
I have over 500 donor prospects in Altru that I need to add plans to. Doing this one at a time is timely and inefficient. Please add this feature to global changes.
Adding in bulk would make things much easier! Please consider this change.
I have over 600 donor prospects in Altru that I need to add plan outlines to and document important communications to their overall plans. If I have to do this one by one, this will not only take up time that I need to steward donors, but it makes the Prospect Module useless. Please consider making a "add in bulk" feature so fundraisers are able to effectively document their interactions with their donors and create successful plans to build new relationships.
This is a really important change that is needed in Altru. I have a list of 200+ names my org wants in a plan. We can't enter those one by one, and that makes the Prospect function useless for a huge project.
This can be a Global Add function or at least an import, but we need all the fields/options available in the "Add a Prospect Plan" tabs.
For example, I'd like to be able to edit every field in this grid: