Has anyone added new columns to the Plan Outline grid under Prospects > Major Giving Setup > Plan Outlines?

Sue Morin
Sue Morin
Eighth Anniversary Kudos 1 Name Dropper Facilitator 1
edited July 10 in Blackbaud CRM™ General Discussions

Has anyone added new columns to the Plan Outline grid under Prospects > Major Giving Setup > Plan Outlines?

It is delivered but wondering if anyone has customized or modified the delivered?

Answers

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Facilitator 2 July 2026 Monthly Challenge bbcon Sessions

    Hey @Sue Morin - I'm checking with my team on this!

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Facilitator 2 July 2026 Monthly Challenge bbcon Sessions
    edited July 10

    Hi @Sue Morin Let's see if anyone in community will come forward with their process! In the meantime, my team also recommends opening a support ticket to provide the agent with further details so they can look into this. Thanks!

  • Liz Feskoe
    Liz Feskoe
    Facilitator 1 Name Dropper Participant First Anniversary

    Hi @Sue Morin! Did you mean adding columns to the datalist in that page you referenced (current columns are Type, Stages, Steps, Site) and if so, what fields were you hoping to add? Or did you mean customizing the Add Plan Outline form to add columns there? Thank you!

  • Chris Whisenhunt
    Chris Whisenhunt
    Kudos 1 Facilitator 1 Name Dropper

    Hi @Sue Morin, I've added columns and fields to almost all of the datalists and forms within the major giving setup. Please ask questions!

Categories