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,
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