Add a global change, or other bulk method, to end date prospect plan managers even on historical plans

My organization would like a way to add end dates to primary managers on historical prospect plans. We have several thousand historical prospect plans without end dates for the prospect management team (Primary manager, secondary manager). To get these updated without data clean-up, we would have to put in a great many hours of work. We think this functionality would be popular amongst many organizations and a great feature for CRM to have.

  • Guest
  • May 30 2018
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) American Bible Society
Reported Version 4.0
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