Link interactions to the associated prospect plan
During testing we found that when you file a contact report in the application from within a prospect plan, there’s no way to tell which prospect plan it was filed on when you view the report from the interactions screen. Blackbaud says they can’t find a way to link an interaction to a plan and suggested adding it to the Blackbaud idea bank.
Blackbaud must have a way to identify which steps/interactions are related to which plans, otherwise they would not be able to list each step under the appropriate plan. We are just asking that this link be made available for reporting. Thank you.