Need ability to change the prospect plan linked to a planned gift record

Sometimes, we need to change the prospect plan that is linked to a planned gift record. At this time, it is currently grayed out in the Edit Planned Gift screen; therefore, you have to delete the entire planned gift record and start over from the beginning just so that the correct prospect plan is linked.

  • Rochelle Salazar
  • Mar 10 2021
  • Already exists
Blackbaud CRM / Planned Giving
Organization Name (Please enter full organization name) Rice University
Reported Version 4.0
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  • Margaret Parviainen commented
    17 Jan 18:17

    I think this idea refers to the prospect plan connected to the Planned Gift Record vs the opportunity associated with Planned Gift Revenue. Once a planned gift record is created, there doesn't seem to be a way to change the prospect plan that it is associated with (the Prospect Plan field is greyed-out). There is also another idea that covers this, https://bbcrm.ideas.aha.io/ideas/CRM-I-1014

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  • Admin
    Nicola Cameron commented
    March 11, 2021 13:32

    This is achieved via the following steps:

    1. Open the Planned Gift.

    2. Choose task "Go to Revenue"

    3. Choose task "Edit Planned Gift Revenue".

    4. Remove the Opportunity that is linked to the Plan and Save.

    5. The Planned gift is no longer associated with the Plan/Opportunity.

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