Entering a Planned Gift

Illogical design of where you can enter a planned gift: If you go to the Active Constituency of Donor, you can’t enter a planned gift. If you go to the constituency view of Planned Giver, you still can’t enter a planned gift. You have to go to Managed Prospect. It is very likely that a planned giving donor is NOT a managed prospect.
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  • Jun 29 2015
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