3
votes
Include more information in the summary, such as the donor's name as a title in the window, last interaction, last gift, plan summary. Also include a link to a donors' BBCRM profile to get more information on the account (recognizing that login credentials won't be passed from the plugin to the browser and will require them to login to view the information.)
Suggested by:
Dawn Ebert
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Upvoted: 09 Aug, '19
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Comments: 1
Under consideration Planned - Outlook 365 Add-In
Comments: 1
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26 Jun, '18
Mitchell GibbsSince the Summary panel that is returned lives within BBCRM, it seems like what is needed here is the ability to configure a data form to use so that we could point it to a custom one.