Due to the sensitive nature of planned gifts, when you unlock RE:PlannedGiftTracker, by default, users have no rights to the new functionality.  To grant access to RE:PlannedGiftTracker, follow these steps:
    • Click Admin, Security from the navigation bar
    • Open the appropriate user group
    • Under Group Privileges, highlight Records and click Options
    • In the left frame of the Security Options screen, highlight and mark Planned Gifts
    • In the right frame, mark the appropriate options: View, Add, Edit, or Delete
    • Click OK
    • Click Save and Close