Add ability for users to mark stewardship plans as historical
This is a feature that exists for Prospect Plans, which parallel Stewardship Plans in many ways. We have a number of donors who will have robust (and multiple) stewardship plans that could be going on all at the same time. Over time if we are unable to history stewardship plans, the plan page would become cluttered with stewardship plans that are no longer active. If we could history stewardship plans after all steps are completed, then only the “active” stewardship plans would appear on the plan page which would more accurately reflect what activity is going on with the donor. The way it currently is all stewardship plans appear on this plan page which makes me think some may have steps currently in progress. However, when you go into the plan details, all steps are completed. So essentially, it would be helpful if we could history the stewardship plan and make the plan tab be for current ones only. (less cluttered)
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- Jun 29 2015
- Shipped
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- +26
Related ideas
This idea was delivered with Service Pack 34.
While this is being worked on, it would be amazing if https://bbcrm.ideas.aha.io/ideas/CRM-I-2928, could also be addressed. Bringing Stewardship plans up to the standard of prospect plans will make them much more useful.
I'm shocked this doesn't have more votes than this but I did see from another organization, that they chose not to use OOB Stewardship Plans and instead used the Major Gift Plan functionality and Plan Type to define that it is Stewardship plan. I'm sure it may have required some (alot?) of customization...I didn't get into the details. Came up b/c I was 'arguing' that you couldn't mark a Stewardship Plan historical and they were like 'Yes, you can.' Well, you can if it's really a Major Gift Plan. ;-)
We also need to be able to remove them (or at least mark them historical) on the plan list on the Prospect record, which is where we review plans.
Hello Jill,
I would like an option to make them historical too, but just in case you didn't know, you can put an end date on the plan manager and or the steward of the plan. That will remove them from the view on that plan tab of the My Fundraiser Page.
Junior Achievement USA feels strongly that these should have a way to mark them historical or completed in some way.