Home
/
CRM
-I-1379
/
New idea
1
Vote
Do not allow steps to be added to historic plans
Once a plan has been flagged historical, users should not be able to continue to add steps to it, update it, etc.
Guest
Jun 29 2015
Shipped
Blackbaud CRM
Comments (0)
Votes (1)
Attach files
Enter a subject
Drop here to upload
+1
Log in / Sign up
Log in
Identify yourself with your email address
Email address
Subscribe
You won't be notified about changes to this idea.
Related ideas
Restrict Date for Completed Status Plan Steps and Interactions to the Current or a Past Date
Allow inactive Stewardship Plans to be made Historical
Allow Plan Outlines to specify the Category, Subcategory and Status of Steps
Transfer plan steps and interactions only for current plans and not historical
Add ability for users to mark stewardship plans as historical
Allow the warning on overdue prospect plan steps to be disabled
end date any active solicitors on a plan when plan is marked historical.
remove 'planned' as an option for a plan's status
Allow fundraiser who have been end dated to not receive warnings for overdue plan steps My Fundraiser Page
Being able to edit the actual data when editing steps of prospect plan