Additional profile field, for prospecting info
We would like to be able to add prospecting information to a profile. We thought at first a place for Wealth Engine screenings would be helpful. But we may use a different prospecting tool as our source for such information in the future, so a little flexibility would be ideal.
What we would like to request is one more PROFILE FIELD for this purpose. We would like it to be a drop-down field whose choices we can customize.
(This is similar to an idea suggested here, but without asking you to provide the Wealth Engine info, just a field for us to populate: http://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/42267334-adding-prospect-profile-reports-and-incorporating)
Agreed. Wealth Engine is supposedly moving away from the nonprofit realm.