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if we are unable to history stewardship plans, the plan page would become cluttered with stewardship plans that are no longer active.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)
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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  • Guest commented
    March 14, 2016 22:10

    Junior Achievement USA feels strongly that these should have a way to mark them historical or completed in some way.

  • Guest commented
    March 18, 2016 20:12

    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.

  • Lori Thompson commented
    31 Jan 21:37

    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.