Stewardship Plan Manager auto-populates as the Stewardship Plan Steward

When adding a Stewardship plan, there are fields to add a Manager and Stewards.  When adding only a Manager, the Steward is auto-populated with the Manager.
The Steward field can be populated with someone other than the Manager either when creating the plan, or after the plan is created on the Stewards tab.  If no Steward is added, the plan Manager is populated in that field.  If desired, the Steward field can be edited and the name removed.

Environment

 Blackbaud CRM

Was this article helpful?