When working in CRM, you may need to add steps to a constituent's existing Prospect Plan. When clicking Edit steps, you may notice performance issues with the window loading.
We're currently evaluating this issue for a fix in a future patch or service pack.
Steps to Duplicate
1. Log-in. 2. Go to Constituent, Constituent Search, and pull up your constituent. On the Prospect, Plans tab, go to the 'Gift Annuity - test' prospect plan. 3. On the Details tab, click Edit steps. Notice this takes upwards of two minutes to load the window.