The standard CRM form to select fundraising plans to associated with a stewardship step included only the plan name, making it difficult for users not familiar with the constituent’s fundraising plans to select the proper row(s).
This customization includes a new form containing the Plan name, Business unit, Plan start date, Primary manager, Plan status, Amount, and Constituent name as well as flags to indicate if the plan has Opportunities and if the plan is Historical.
To use this form when editing a stewardship plan step, click on the pencil in the Associated plans section.
By default, the list of plans includes historical and current plans for both the constituent and any household members. There’s also an Include related constituents? checkbox to show plans for related constituents. Use the filters at the top of the window to limit the rows returned.
The new form also has options to Select all and Deselect all, making it easy to add multiple plans to the step.
Good to Know!
- If you choose to include plans for related constituents, the list will also include records for relationships that are end-dated; this is to enable selecting a deceased spouse or some other former member of a dissolved household.
How Do I?
- links to other areas, longer blurbs