Remove historical plans from | Ideas for Blackbaud CRM and BBIS

Remove historical plans from prospect plan pipeline views

Prospect plan pipeline views on the My Fundraiser Page (Prospect Summary tab) and Major Giving Management > Prospects in Pipeline tab give a view of the prospect plan pipeline (very useful) but does not have a filter to include or exclude historical plans (making it not useful) We need to be able to see our current prospect plan pipeline.

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Jun 29 2015
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Blackbaud CRM / Prospect

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Christina Wagner commented

March 21, 2023 15:43

Agree with the previous commenter - the Prospect Summary subtab of the Fundraiser tab is not as useful when it includes historical data, we need to be able to see the summary with Active Plans only. It would also be great to be able to filter by start date.

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Kerry Acker commented

June 28, 2017 15:37

In order for the Fundraiser/Prospect Summary tab to be current and actionable our Development Staff need the summaries to include Active Plans ONLY. It would be an incredibly helpful tool, particularly the 'Breakdown of selected plan type' that breaks plans by stage, though it would be more helpful with two additional filtering options- 1. Include an option to display results for All Plan types and 2. Include an option to filter out plans based upon their start date (NOTE: We enter plans with future start dates in scenarios where Development know they will not start pursuing a particular plan with a prospect until a specific future date - could be 4 years out, for example.).

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