Alow changes to be made to the prospect plan a planned gift is linked to

There is currently no way to change the prospect plan a planned gift is linked to so if the planned gift is linked incorrectly when entered, you have to delete out the planned gift and enter it back in, in order to change the plan that the planned gift is linked to.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Planned Giving / Prospect
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  • David Wanless commented
    June 07, 2019 01:51

    One aspect of this is that if we forget to link the Planned Gift to a Plan at all we can't later fix this error.  Please allow this field (Prospect plan) to be editable.  At the moment it is greyed out.

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