Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-1011 Add the ability to create a contact report from a Stewardship Plan.
Allow Stewardship Plan Steps to file a Contact Report (Interaction)
Merged
Steps within a Stewardship Plan should have the ability to pull over to Interactions the way Major Giving Plans do. We are using Major Giving Plans instead because Stewardship Plans do not have a link to Interactions. Adding that would allow us to make use of the Stewardship Plans.
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Guest
- Nov 9 2015
- Reviewed: Voting Open
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- +6
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