Globally make Prospect Plans | Ideas for Blackbaud CRM and BBIS

Globally make Prospect Plans "Historical"

Need to have a way to make a group of Prospect Plans Historical.

Guest
Jun 29 2015
Reviewed: Voting Open

Blackbaud CRM / Prospect

Comments (6)
Votes (47)

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Pat Conley commented

25 Jul, 2023 03:09pm

The ability to mark an individual prospect plan as historical was shipped with Service Pack 34, from Idea 1009. We will continue to monitor this one (global change).

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Kevin Holohan commented

14 Sep, 2022 04:04pm

This is still badly needed and a surprising product gap

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Lorraine Ollson commented

5 Feb, 2020 02:12pm

Great idea! This functionality would provide efficiency doing clean up after conversion.

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Erika Layfield commented

29 Mar, 2019 04:19pm

Yes. We still need to be able to do this from the front end.

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Lori Thompson commented

29 Mar, 2019 04:11pm

This is extremely helpful in cases of staff turnover

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Guest commented

14 Feb, 2018 04:39pm

This would be extremely helpful. Issue has been raised multiple times within the 6 months we've been live.

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+15