In the Prospects functional area\Major Giving Management\Planned steps tab, users have the option to choose a filter for their team's overdue steps. (Image 1). You then can see the number of total planned steps based upon your team (Image 2). But, then you click on that link, and it takes you to Planned prospect steps for EVERYONE, not just your team (Image 3)
The idea would be to actually click through and see your team filter, since that is what you were doing on the first page. This has been vastly confusing to everyone as we've gone through the design process.
Organization Name (Please enter full organization name) | Memorial Sloan Kettering Cancer Center |
Reported Version | 4.0 |