Additions to New Plan Form

A few new options have been added to the Add a Proposal (Plan & Opportunity) form on the Prospect tab of constituent records. Now when setting up a new plan, you’ll see a drop down to designate your site, a checkbox to indicate whether the plan includes a planned gift, and finally (if the Solicitation or Cultivation stage is selected), a text box to indicate the anticipated fiscal year to close. 

Please note that only one Site can be selected from this form. If multiple are needed, save the form then open the edit mode and you’ll be able to select additional sites.