Please add the Option to select Proposals at Global Change - Proposal
Please add the Option to select Proposals at Global Change - Proposal "Not Just All", and add the Solicitor to the avilable fields to globally change the Manager/Director/Solicitor after they leave our institution.
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Fariba Ferdosi
- Jun 27 2012
Related ideas
I second Milly. "The fact that a proposal is not a record and doesn't allow for global changes to specific proposals, has caused a lot of cleanup for me {our organization}. I {We} need to be able to query a set of proposals to mark them inactive {and update status} or change the solicitor."
We are really struggling to keep up our prospect management using proposals without this functionality
Just wondered if commenting on this might be up for BB?
I was so disappointed to discover this was not an option. What a weird thing to overlook.
"What a weird thing to overlook" I'd have been more surprised if they had shown consistency.
Ha - David, you are so right.
It was not overlooked - it is a complete structural difference. The things you can global change are the same things you see in Records. The fact that proposals are not elevated to the level of "record" the way gifts and actions are is a structural decision made by BB. Because of this decision - it results in the fact that proposals can not be globally changed, queried on, exported, etc.
The fact that a proposal is not a record and doesn't allow for global changes to specific proposals, has caused a lot of cleanup for me. I need to be able to query a set of proposals to mark them inactive or change the solicitor. I need to be able to export specific proposals for reporting. Crystal Reports seems to be my only option, but that's a whole other ballgame.
If BB wants a user-friendly prospect management system, there are many changes that need to happen with this issue being a priority. Ditto to all comments below.
Proposals should be their own records just like actions or gifts. They are very difficult to use in their current form.
After a successful year of prospect management using proposals, I've just discovered this problem. What a stupid decision on BB's part to not set this up easily. Dumb.