Add ability to link existing | Ideas for Blackbaud CRM and BBIS

Add ability to link existing Interactions from a Constituents record to a newly created Major Giving plan

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Nov 3 2015
Reviewed: Voting Open

Blackbaud CRM / Interactions / Prospect Plan

Organization Name (Please enter full organization name)	Feeding America
Reported Version	4.0

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Martin Porcas commented

September 09, 2021 13:15

This functionality exists in The Raiser's Edge, why does it not exist in BBCRM? There might be many reasons why you have interactions before needing to add a plan. Surely it wouldn't be too hard. Isn't the information stored in the same table?

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