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Create new custom fields on Prospect Tab
Closed, ResolvedPublic1 Estimated Story Points

Description

I have created 2 new custom fields on the Prospect Tab.

  1. PG Stage

This is a searchable, drop down field that will be used to track and group Planned Giving Donors through the planned giving process.

  1. Survey Responses

This does not need to be searchable. This is a text field that will serve as a place to store any relevant responses to the MGF survey that may need to be referenced at a later date for cultivation purposes.

Event Timeline

NNichols created this task.Jul 10 2019, 5:15 PM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptJul 10 2019, 5:15 PM
DStrine added a subscriber: DStrine.

@NNichols please go ahead and make the fields and we will setup the triggers.

Thanks! All done on my end.

Change 523847 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] Add new prospect fields

https://gerrit.wikimedia.org/r/523847

Eileenmcnaughton set the point value for this task to 1.

Change 523847 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Add new prospect fields

https://gerrit.wikimedia.org/r/523847

Eileenmcnaughton closed this task as Resolved.Jul 23 2019, 12:59 AM