Add Plan Name to Pending Steps and Prospects & Plans

Add Plan Name as a new column on Pending Steps and Prospect & Plans tabs. Corporations often have multiple plans and it is difficult to identify which is which currently.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Prospect
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  • David Wanless commented
    29 Mar, 2019 12:13am

    Completely agree.  Please also add Lookup ID.

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