Tracking Pending Interactions That Are Not Connected To Plans
Most fundraisers use the Pending Activity tab on their My fundraiser page to keep track of pending plan steps. However, not all pending interactions are connected to a plan. Are we out of luck? Do we need to manage this manually? Certainly not! You can customize your Pending Activity tab to include these non-plan interactions.
Step 1. Click the Filters tab on your Pending Activity tab.
Step 2. In the yellow filter bar, check the box to include general interactions.
Step 3. Click Apply.