It would be beneficial if there was a way to end-date/remove prospect plan team members in bulk. The functionality exists to delete other prospect plan roles in bulk (e.g. primary manager, secondary manager, etc.), so makes sense to have the same functionality for team member role. We are needing to most likely write a script to remove thousands of team member records to remove two former staff members. Without removing them, the info is not only inaccurate, but the team member often displaces other valid/active team members when there are multiple team members on the plan.
Organization Name (Please enter full organization name) | University of Iowa Foundation |
Reported Version | 4.0 |