Global update of Prospect Manager and of Fundraiser
Assign Prospect in Bulk feature satisfies this requirements - It's slow performance has been highlighted to Blackbaud.
Jun 29 2015
Will not implement
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BBECRM: Automatically update query where filter including constituent record has been merged or updated.
Add Prospect Status as a field that can be updated in Manage prospects and plans in bulk
Prospect Manager end date and automate fundraiser assignment removal
The Prospect constituent tile is directed to teh fundraiser record of the prospect manager opposed to the prospect managers record. Please add the ability to manipulate the tiles individually so it can be redirected to a specified page.
Manage Global Change - Further Capabilities
Add a global change, or other bulk method, to end date prospect plan managers even on historical plans
Add functionality to delete prospect plans in bulk
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.
Provide capability to change en mass the prospect status of groups of prospects