Assign Prospects in Bulk: add sorting, filter on active

For the Assign Prospects in Bulk screen: 1. allow sorting by each column, so that all the same prospects (and their plans) can be grouped together when looking for unassigned prospects 2. Add a checkbox filter to only pull up Active prospects if desired. So you don't have thousands of inactive prospects to weed through every time you use the screen. (this is the isactive column of v_query_prospect) 3. add active / inactive status as a column.
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  • Jun 29 2015
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    Daisy Alarcon commented
    January 06, 2023 20:35

    Hello, we have reviewed this idea submission and have found that the Assign Prospects in Bulk window already is sorted by Last Name and it already excludes prospects that are not active (based on the prospect's constituency date range). Thank you!

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