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

  • Guest
  • Nov 3 2015
  • Reviewed: Voting Open
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?