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.
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  • Jun 29 2015
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  • 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.