ResearchPoint Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RP-I-41 Add the ability to add a prospect to a Research List FROM the prospect record..

option to add constituent to specific research lists Merged

instead of having to open research lists, selecting the list that you want, then clicking "add member", you will already be on the constituents prospect page, there would be a drop down somewhere saying "add to research list" and then it would show all research lists and a blank box would appear on the left of each research list so you can check which ones you'd want to add them to and save it. 

  • Guest
  • Mar 15 2018
  • Shipped