Altru Ideas

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Add "Planned" to the options for Interaction Status

Currently, the only options for the hard-coded table for regular interactions are Pending, Completed, Canceled, and Declined. I would like to have the option of Planned to keep track of interactions that need to be acted upon in the future such as a proposal due. This would allow me to then change it to Pending once the proposal is submitted and then Completed/Declined when the proposal decision is received. To not have three status options (Planned, Pending, Completed) is frustrating. We do not have the Prospect module where Planned status is an option. 

  • Guest
  • Aug 5 2016
  • Reviewed
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