Default the Plan Manager as the | Ideas for Blackbaud CRM and BBIS

Default the Plan Manager as the 'Assigned to' on a new Stewardship Plan Step

When adding a Stewardship Plan Step, default the 'Assigned to' column with the Plan Manager. *save time during data entry *consistency with adding a major giving plan step

Dan Bowman
Jun 29 2015
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Blackbaud CRM / Prospect

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Default the Plan Manager as the 'Assigned to' on a new Stewardship Plan Step

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