Build out the Planned Giving functionality in CRM

It may be a good time to enter into discovery with clients who have sophisticated planned giving programs so that the functionality in CRM can be built out. A large amount of our "required" data is currently being captured in attributes. My guess is that other clients may have similar experiences.
  • Guest
  • Jun 29 2015
Organization Name (Please enter full organization name) The Salvation Army
Reported Version
  • Attach files