Inactive Plans Included in a Drop Down?

Kara Patterson

Hello - we are trying to figure out how we can remove the "inactive plans" from showing in a drop down list when trying to add to a plan to a pledge. Is this an easy adjustment or something we would need to create a customization for? Thanks!

Crystal Klase

Great question!  We have asked this over and over and as far as I know, the answer is no. We end up just sorting the list by Accepted date so it puts the most current plan/opp at the top of the list for selection.  I will be following this to see if you get any great answers.