Using Plans to track Community Engagement Partners?

Hi Mary Grace - 

We are using plans to track the group sales process.  It's not exactly what you are referring to but it's a non-fundraising relationship.

Are there specific questions you have?  It's been working nicely for us since it allows anyone to view the status of an order, you can easily assign steps to other people, set deadlines to keep on track, etc.  We did have to add a couple of custom fields to the Portfolio for Next Open Step / Date as well as Past Due Step / Date since those fields weren't available out of the  box.

I'm happy to answer any other questions you might have.  You are welcome to reach out to me over email, too.

Jenny -- jagraf@umich.edu

Hi Mary,

I wanted to get in touch to see if you were able to successfully use Plans to track relationships with community groups? I'm looking into doing a similar thing here and keen for any tips or insights.

Very best,

Cass