Hello, Do other organizations block the view of the planned giving tab from your giving officers using some sort of security group or restriction? If you do, can you tell me why? We currently block our PG tab from the giving officers but are considering changing that policy and I have been asked to gather some research from other orgs. Thank you Rachel Morris San Francisco Opera
Hello,
Do other organizations block the view of the planned giving tab from your giving officers using some sort of security group or restriction? If you do, can you tell me why?
We currently block our PG tab from the giving officers but are considering changing that policy and I have been asked to gather some research from other orgs.
Thank you
Rachel Morris
San Francisco Opera
Hi Rachel!
We do not block it here. It's on a separate custom tab and also appears on the constituent's header. So, actually the opposite of blocking.
Rachel,
Our Planned Giving tab is restricted so that only Development staff can view/make changes. No other users are able to view or make changes.
Dale