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Stewardship plans appearance under my fundraiser area
Is really helpful to see prospect plans and steps summarised on the My Fundraiser Page, would like the same suggestion for Stewardship Plans
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Jun 29 2015
Reviewed: Voting Open
Blackbaud CRM
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Prospect
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Related ideas
Add ability for users to mark stewardship plans as historical
Create an Add Stewardship Plan Step Form that looks similar to the Add Prospect Plan Step Form
Display Stewardship Steps on the Interactions tab for Participants (similar to how Prospect Plan steps work)
When adding a step to a Stewardship Plan, the Participants list should have a drop down for people on the plan
Stewardship plan templates should have a section for adding stewards and roles
Add button/link on constituent page to request a prospect plan
allow a new plan to be created when using the 'Request Plan' form on the My Fundraiser Page
Allow inactive Stewardship Plans to be made Historical
Add a "notes" functionality to research lists & my prospects & plans
Ability to view Funding Contact or Prospect Plan Team Members in Fundraiser on the Go