Have the ability to view the subtype on the list of planned gifts on the Prospect page
Jun 29 2015
Organization Name (Please enter full organization name)
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View Planned Gift Subtype from Planned Gift Details Tab
Ability to view Funding Contact or Prospect Plan Team Members in Fundraiser on the Go
Inactive prospect plans that have been marked historical are counted in the totals that appear under the Prospect Summary tab.
Entering a Planned Gift
Add an additional node on the Constituent Source view that allows users the ability to query on a specific Prospect Plan interaction that will also included that interactions Prospect Plan name.
Remove historical plans from prospect plan pipeline views
provide the ability to add prospect plan outlines in bulk or provide the ability to copy prospect plan outlines