Altru Ideas

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: