Hi all!
We are starting to implement some new custom plan elements for the first time. The elements have to do with a donor's renewal cycle and we want a way to vet these elements (confirm when it was changed, who changed it, what the previous value was etc) before mailing solicitations. The most ideal way to track this would be with the auto-steps that appear when plan status or plan campaign are changed. This type of step can't be deleted and happens immediately, rather than manually adding a step in. Has anyone tried coding other plan changes to automatically enter a step? If not, has anyone been able to find away to track plan changes in the audit log or contact log?
Thanks very much for any assistance!
Do you mean something like a manual adjustment to a Membership or something outside the Plan building a Step?
Very interested in learning more about this.
No, I am thinking more in line with a Plan change that would trigger an automatic step, rather than something outside of the plan triggering a plan step. However, that also seems like a really interesting idea!