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sunsetting plans

Zach Kazarinoff
$organization

Am I correct in that there is no way to inactivate or retire a plan from a worker's portfolio? As we get set up to do gift renewals it seems the only way to not see all the old plans is to sort them out by campaign, or maybe status, but I can see that being a big pain in the butt if you have a portfolio with multiple campaigns over multiple years and you need to uncheck all those boxes everytime you load up the portfolio screen.

Are there any plans to automatically retire plans based on plan end date or campaign year end date or with a manual step update somehow?

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  • $organization
    I'm just echoing that we also experience this and it's a great hindrance. We have many long term staff members whose number of plans is extensive. I would love it if you could like on campaign and appeal level inactivate a plan when it has passed. 

    Sent from my iPhone. 

    On Mar 16, 2015, at 3:44 PM, Gina Wake <bounce-ginawake2927@tessituranetwork.com> wrote:

    I would also like to know about this!  I haven't seen any way to do this and it highly discourages our Exec Dir and Development Officers from using Plans.  They are completely overwhelmed by the number of old Plans in there, and there is no way they will filter out all of those Campaigns every single time they open their Portfolio. 

    From: Zach Kazarinoff <bounce-zachkazarinoff5579@tessituranetwork.com>
    Sent: 3/16/2015 2:27:38 PM

    Am I correct in that there is no way to inactivate or retire a plan from a worker's portfolio? As we get set up to do gift renewals it seems the only way to not see all the old plans is to sort them out by campaign, or maybe status, but I can see that being a big pain in the butt if you have a portfolio with multiple campaigns over multiple years and you need to uncheck all those boxes everytime you load up the portfolio screen.

    Are there any plans to automatically retire plans based on plan end date or campaign year end date or with a manual step update somehow?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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  • $organization
    I'm just echoing that we also experience this and it's a great hindrance. We have many long term staff members whose number of plans is extensive. I would love it if you could like on campaign and appeal level inactivate a plan when it has passed. 

    Sent from my iPhone. 

    On Mar 16, 2015, at 3:44 PM, Gina Wake <bounce-ginawake2927@tessituranetwork.com> wrote:

    I would also like to know about this!  I haven't seen any way to do this and it highly discourages our Exec Dir and Development Officers from using Plans.  They are completely overwhelmed by the number of old Plans in there, and there is no way they will filter out all of those Campaigns every single time they open their Portfolio. 

    From: Zach Kazarinoff <bounce-zachkazarinoff5579@tessituranetwork.com>
    Sent: 3/16/2015 2:27:38 PM

    Am I correct in that there is no way to inactivate or retire a plan from a worker's portfolio? As we get set up to do gift renewals it seems the only way to not see all the old plans is to sort them out by campaign, or maybe status, but I can see that being a big pain in the butt if you have a portfolio with multiple campaigns over multiple years and you need to uncheck all those boxes everytime you load up the portfolio screen.

    Are there any plans to automatically retire plans based on plan end date or campaign year end date or with a manual step update somehow?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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