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.
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  • Jun 29 2015
  • Reviewed: Voting Open
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  • Lori Thompson commented
    31 Jan 21:40

    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.