- Open email of the constituent / prospect that you would like the unplanned step added to the prospect plan record.
- Under Blackbaud CRM (Outlook Integration features icons) > select File Report > File Unplanned Contact Report
- The constituent record of the email recipient who is listed in the "To" field, will get displayed
- Select matching constituent that you would like this unplanned step added into the Plan record > The existing active plan/s of this constituent will be displayed
- Select the appropriate fiscal year plan that this unplanned step need to be added to
Fill in the information as following:
Objective: The email subject line will be added to this field. Make the necessary updates to make the summary/Objected meaningful
Owner: Your name will be listed in this field
Actual date: The email send date/receive date will be pre populated. Update only if different
Stage: Select the appropriate plan step stage, i.e. Identification/Research, Qualification, Cultivation & etc.
Contact Method: Add in the appropriate contact method, i.e. phone, email, face to face & etc.
Category: Select > Contact report
Subcategory: Select as appropriate
Comments: The message from the body of the email will be prepopulated here. Add additional updates or remove info as you see necessary
Additional solicitors: If other DC Fundraisers were involved, search for their constituent record to add them as additional solicitor in this unplanned step
Participants: If other DC staff / non staff were involved, search for their constituent record to add them here. Please note that Participant/s need to be constituent in D-Hub in order to include them here Once completed, click File Report
Review report in the constituent record
Watch: Outlook Integration - Add unplanned step
Watch: Outlook Integration - Add / update Planned Step