The query field Constituent/Prospect/Prospect Manager/Name returns prospect managers that have been end-dated.
The query field Constituent/Prospect/Prospect Manager/Name field returns prospect managers that have been end-dated, if no new prospect manager has been assigned.
This makes it difficult to pull a simple list of prospects without managers. It would be much cleaner if this field considered the current date and displayed a blank for prospect managers whose time as lapsed.
This makes it difficult to pull a simple list of prospects without managers. It would be much cleaner if this field considered the current date and displayed a blank for prospect managers whose time as lapsed.
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Guest
- Nov 9 2015
- Reviewed: Voting Open
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- +10
This is very clumsy behavior for the user, particularly when removing a prospect manager with no intent to replace them.
The query field Wealth Information/Prospect Manager Name also returns a value for an end-dated prospect manager.
Additionally, on the Wealth and Ratings page, the end-dated prospect manager shows under the "Research Details" sections with the label: "Prospect manager"
In my query criteria, I used "Prospect\Prospect Manager\Date to" is blank. I should have gone up 1 level, and used "Prospect\Prospect manager end date" is blank. This worked for me.