Folks,
I'm just wondering if anyone is using the Planned Giving tab of the History page on a Constituent record? This functionality would appear (to us anyway) to have been made redundant by Plans.
If you are, would you mind sharing the benefits of this screen over Plans?
TIA!
Maritn
We use Plans while the donor is still a prospect. Once we have confirmation of the planned gift, then we track it through the Planned Giving tab.