Plans/Portfolio - Next Step "curiosity"

Hi folks,

Posting this here as well as in the IT section - apologies for the repeat!

When a Plan is created (mainly in the Sponsorship arena) against a company/organisation, the user's first task is to add a Step (the Step Type is called Plan Contact) so that we can track who, at the organisation, we're talking to.

Rightly or wrongly, this Step Type does no have the Due Date and Completed fields available (they're not actually relevant) and so because the Completed Date has no value entered, the step appears in the Next Step/Next Step Date columns in the Portfolio screen. 

Is there an elegant (i.e. front end) way of ensuring that Steps where the type does not use the Completed Date do not appear in this field in the Portfolio screen?

Of course, I can always use SQL to update the Steps of this type so that the Completed Date has the same value as the Step Date but this isn't ideal!

Or maybe it's an enhancement request?

Any thoughts?

Martin 

Parents
  • Hi Martin,

    Could you use the Associate ID and Associate Name field on the steps to track who you are supposed to be contacting?  Or use one of the custom fields on the plan?

    Best,

    Anne Mullane-Stevens

    Manager, Institutional Advancement Data and Operations

    Intrepid Sea, Air & Space Museum

Reply
  • Hi Martin,

    Could you use the Associate ID and Associate Name field on the steps to track who you are supposed to be contacting?  Or use one of the custom fields on the plan?

    Best,

    Anne Mullane-Stevens

    Manager, Institutional Advancement Data and Operations

    Intrepid Sea, Air & Space Museum

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