Allow stewardship plan dates beyond Annual frequency

Currently the longest frequency for a step in a Stewardship plan is Annual.  We regularly need a Bi-Yearly (two yearly) date range for the steps we use. Having a longer option beyond a year would be most helpful and reduce data entry (having to adjust the steps every year)

  • Guest
  • May 8 2017
  • Reviewed: Voting Open
Blackbaud CRM / Stewardship
Organization Name (Please enter full organization name) Bush Heritage Australia
Reported Version 4.0
  • Attach files
  • Guest commented
    May 10, 2017 15:52

    Yes!  We have the same issue.  We wanted to add an objective for inviting donors to a bi-annual event.  As it is now, we'll have to create an annual objective and disregard it every other year.

    I also have two nit-picking issues with this drop-down menu:  1) Isn't it redundant to have both bi-weekly and semi-monthly?  2) All the options are adverbs, except the first.  Why not "once" instead of "single occurence"?

    Attachments Open full size
  • Lorna Downey commented
    May 09, 2017 23:27

    Excellent idea. This would mean that we do not get a long list of names every month that we need to contact and confine it to those that really do need a contact. Thanks Liz

    Attachments Open full size

Related ideas