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

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Votes (47)

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Pat Conley commented

July 25, 2023 15:09

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

September 14, 2022 16:04

This is still badly needed and a surprising product gap

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Lorraine Ollson commented

February 05, 2020 14:12

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

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Erika Layfield commented

March 29, 2019 16:19

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

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Lori Thompson commented

March 29, 2019 16:11

This is extremely helpful in cases of staff turnover

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Guest commented

February 14, 2018 16:39

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

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+15