When adding a Stewardship plan you have the option of adding a completed stewardship step and associated it with a major giving plan. This associated major giving plan is lost when attempting to link the major giving plan for an organizational record.
We’re currently evaluating this issue for a fix in a future service pack.
Steps to Duplicate
1. Create or use an Organization. 2. Flag this Organization as a prospect. 3. Add a prospect plan, populate the required fields with any information. 4. From the Prospects functional area add a Stewardship Plan for the previously used Organization, populate all required fields. 5. From the newly created Stewardship Plan add a Completed Step. a. Populate the Actual Ask Date first with a date*required to add a completed step, without it you will only be able to add pending steps* b. Highlight the row, edit details. c. Populate an objected. d. Click the pencil on Associated Plans and select the previously created Prospect Plan. 6. Save the Stewardship Plan. 7. Note the Associated Plan is not saved.