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Does anyone else who has the Planned gift tracker optional module, find it problematic that Planned Gifts are not listed as a gift type within the Summaries for Funds, Campaigns or Appeals, only within a constituent gift summary?
If so, please add your name to solution# BB320462. (I tried putting the URL here, but it just goes to the Knowledgebase, not the solution number.) This has been a problem for us for well over a year and I will be emailing BB to find out when they plan on fixing it. Want to take bets that I get a definite date?
Barbara
__________________ Barbara A. Schlichter Technical Project Coordinator Burlington, MA www.lahey.org
I guess BB was right when they told me only 3 clients want the same thing! Sigh....it's a bit frustrating that all the other Dashboards and all the other Summaries don't include Planned Gifts as a gift type to select. I was told however, that maybe it'll be on the board in some update next year!!!
__________________ Barbara A. Schlichter Technical Project Coordinator Burlington, MA www.lahey.org