View Planned Gift Subtype from Planned Gift Details Tab
Currently you cannot view the planned gift subtype unless you go into edit on the planned gift. Need to see this subtype when viewing the data list.
Jun 29 2015
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Have the ability to view the subtype on the list of planned gifts on the Prospect page
Enhance the Gifts tab on Planned Gifts to use List Builder
Planned Gifts Excluded from Revenue Marketing Query View
Include Lookup ID in ALL views of constituent
Add Campaign hiearchy to details section of Revenue Gifts tab
Edit/Change Sponsorship Preferences.
Associate gifts to a plan (when an opportunity or planned giving record doesn't exist)
Entering a Planned Gift
Adding a "Mark as Tentative" button to the existing events registrants tab on a the event detail view.
Remove historical plans from prospect plan pipeline views