We are on v16 and adding constituent steps to records for contacts/communication unrelated to a plan. How can I pull out those steps into a report? The Step Detail report requires a plan be selected.
Hello Marie! This is Margaret with Tessitura Network Support. We’re happy to assist you with this post. I can see from our records that you’ve also created a Support ticket where we’re working with you to find a resolution to this question. We’ll post our findings from that ticket in this forum as well, but if you have any other questions or concerns in the meanwhile please let us know.
I'm curious about this too, so would love to know where you landed on this. Thanks!