Hello Tess community -
Does anyone have experience using the Plans functionality for tracking non-fundraising related relationships/etc at your organization. We are looking to implement Plans as part of our strategy for tracking relationships with community partners... any tips?
Thank you!
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