Home
/
CRM
-I-996
/
New idea
0
Vote
Unable to add beneficiaries when adding a planned gift
I want the ability to add beneficiaries when I add a planned gift in order to capture the inforamtion in one step.
Guest
Jun 29 2015
Shipped
Blackbaud CRM
/
Prospect
Comments (0)
Votes (0)
Attach files
Enter a subject
Drop here to upload
Log in / Sign up
Log in
Identify yourself with your email address
Email address
Subscribe
You won't be notified about changes to this idea.
Related ideas
Add the ability to set up recognition for Planned Gifts that do not have revenue on them.
View Planned Gift Subtype from Planned Gift Details Tab
add a matching gift commitment on the "apply to commitment claim"
Add a planned gift balance query node.
The ability to add Planned Gift records and Payment features similar to Pledges to the Recognition Filter.
Add a unique Planned Gift Number to a Planned Gift Record
Need ability to change the prospect plan linked to a planned gift record
Add the revenue type of 'Planned gift addition' to Solicitor Credit Rules
Allow Revenue Category to be populated on Matching Gift Claim, based on the related Payment.
Add the ability to link a planned gift to an opportunity