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.
Organization Name (Please enter full organization name) | Shriners Hospitals For Children |
Reported Version | 3.0 |