Prospect Manager end date and automate fundraiser assignment removal

Currently there is no direct link between a constituentƒ??s ƒ??Fundraiserƒ?? constituency and that fundraiserƒ??s prospect assignments. Therefore, you can only end date the ƒ??Fundraiserƒ?? constituency without changing the relationship the fundraiser has with prospects.

Please consider a way to automate this when someone is removed from a fundraiser assignment. End dating the fundraiserƒ??s constituency code could automatically (or by a choice option) effect the existing fundraiser/prospect relationships. This way users would not have to edit the relationships manually or use the ƒ??Manage Prospects and Plans in Bulkƒ?? tool.
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  • Nov 9 2015
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