Add the ability to assign multiple sites when creating the Major Giving Plan
Currently there is not a way to create Major Giving plans with no site assigned to them and still have users, that are site secured, to see these plan steps for use when copying/creating new plans.
By adding the functionality to add multiple sites users will be able to choose all the specific sites on the plans rather than having to try and create individual plans.
By adding the functionality to add multiple sites users will be able to choose all the specific sites on the plans rather than having to try and create individual plans.
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Guest
- Nov 9 2015
- +4
Related ideas
We chose the route of customizing the Opportunity instead. We added site to the grid at the bottom of the opportunity, so we can associate a specific $ amt to a particular site. This helps us track a single ask to benefit multiple sites in a more cohesive way.