Inactive Plans Included in a Drop Down?

Kara Patterson
Kara Patterson
Eighth Anniversary Participant Facilitator 1
in Blackbaud CRM™ General Discussions
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!

Comments

  • Crystal Klase
    Crystal Klase
    Eighth Anniversary Facilitator 1 Loyalty Badge
    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.  

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