Hello Tess community -
Does anyone have experience using the Plans functionality for tracking non-fundraising related relationships/etc at your organization. We are looking to implement Plans as part of our strategy for tracking relationships with community partners... any tips?
Thank you!
Hi Mary Grace! Did you ever get any feedback on this or implement this? We are working on this at my organization right now!
Mallory, check this thread out. community.tessituranetwork.com/.../using-plans-to-track-community-engagement-groups