Have the ability to move funding requests from one funding plan to another

We would like the ability to move a funding request with completed steps from one funding plan to another.  It is a lot of work to manually move these steps if they we would like to move the plan.

  • Guest
  • Sep 9 2016
  • Reviewed: Voting Open
Blackbaud CRM / Prospect Plan
Organization Name (Please enter full organization name) Feeding America
Reported Version 4.0
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    • Teresa Pershing commented
      January 23, 2019 19:59

      Current process requires significant manual intervention that is burdensome to users. Agree that functionality is highly desired.

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    • S Park commented
      January 23, 2019 03:09

      This is definitely an ability we would like to have.

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    • Guest commented
      September 09, 2016 21:51

      Agreed that this would be incredibly beneficial. As it is currently structured, it is very time-intensive to have to manually move the funding requests (and associate steps) from one funding plan to another.

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