The All Plan Steps tab contains a custom listbuilder that shows all plan steps in which the fundraiser is involved.
The columns available on this list builder are:
- Category (included in default display)
- Comment
- Constituent ID
- Contact method (included in default display)
- Expected date (included in default display, past due dates appear in red)
- Has documentation (Y/N, included in default display)
- Has opportunity (Y/N, included in default display)
- Next visit date (included in default display, subject to patient confidentiality rules)
- Objective (included in default display)
- Owner (included in default display)
- Plan name (included in default display, hyperlink to the Plan page)
- Plan stage (included in default display)
- Plan type (included in default display)
- Primary rating (included in default display)
- Primary rating type (included in default display)
- Prospect manager
- Prospect name (included in default display, hyperlink to Prospect summary)
- Status
- Step participants (Y/N)
- Step solicitors (Y/N)
- Subcategory (included in default display)
- Summary
The filter options are Fundraiser, as well as an option to only show steps by this fundraiser, Contact method, Plan type, Status, Plan Stage, and Date range. The secondary view includes the Next and Last Plans steps (with hyperlinks to the step), Constituent contact information like Name, Address, and Phone, and Spouse and Household Name (with hyperlinks to those Constituents).
Good to Know!
- On the My Fundraiser page, the fundraiser filter defaults to the logged in user; on the Constituent fundraiser page, the default is the constituent.