remove 'planned' as an option for a plan's status

Because of the way 'My Fundraiser Page' is set up when a planned step is added to a prospect's plan it does not show up in the most frequently used tab 'Pending steps'. Additionally, planned steps on a prospect's plan do not show up on the constituent's Interaction page. We would either like to be able to adjust the plan's status code table in-house or for you to remove the Planned status altogether.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
Organization Name (Please enter full organization name)
Reported Version
  • Attach files
  • Alex Lambermont commented
    August 30, 2016 03:39

    Agreed, I would've expected the planned steps to automatically become pending x days prior to due date or be able to do this via global change. If the planned steps don't pop-up somewhere they are pretty useless.

  • Victora Williamson commented
    November 08, 2019 19:38

    Planned steps don't show up in activity reports so often get overlooked.  Pending is a much  label and users won't make the mistake of picking planned instead.

  • Kristin Richardson commented
    November 13, 2019 13:51

    If I could vote 100 times to remove this, I would.  It makes little sense, and even though we have trained and trained to start with pending, it hasn't always sunk in.