Home
/
CRM
-I-1059
/
New idea
10
Vote
From a research group, select the members to be reassigned.
By having the prospect manager listed it would even be easier so we could sort and then only choose those assigned to that one PM that need to be reassigned.
Guest
Jun 29 2015
Blackbaud CRM
/
Prospect
Comments (0)
Votes (10)
Attach files
Enter a subject
Drop here to upload
+9
Log in / Sign up
Log in
Identify yourself with your email address
Email address
Subscribe
You won't be notified about changes to this idea.
Related ideas
Allow removal of members when doing a Research Group Assign PM Process
Add prospect manager to details of a research group
create a way to end-date/remove prospect plan team members in bulk
Allow reassigning of Primary Manager for specific Plan Types or Plans only
The only option for changing the prospect manager on the Prospect summary constituent tab of a constituent record is to edit and not replace a prospect manager which provides no history of the change.
add a way to extract only the current primary manager for a prospect from Query and from Export
Add the source constituent's current prospect manager to be added to the target constituent's prospect manager history
Add deceased and inactive columns to the research list under prospect
Add 'researcher' to the list of fundraising roles in prospect plan outline
When editing prospect manager, give us a check box to editing the PM to spouse