Display Stewardship Steps on the Interactions tab for Participants (similar to how Prospect Plan steps work)

Participants tagged on Prospect Plans have those steps displayed on their Interactions tab, however, Participants tagged on Stewardship Plans do not have their Stewardship Plan steps show up on their interactions tab. Adding this information will help make Stewardship Plan activity more visible as a piece of the overall activity happening with a constituent, including their Participant activity. Currently, Stewardship Plan steps are not designed with as much functionality and user accessibility as Prospect Plan steps. This would be a step in the right direction. 

  • Carrie Ginnane
  • May 14 2019
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) The Nature Conservancy
Reported Version 4.0
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    1 Nov, 2019 04:49pm

    YES, we need this.