We often have Constituent records with multiple Plans, e.g., a Bequest Plan and a Major Donor Plan. When a staff member leaves or changes role we need to reassign their Prospects. However, the existing Prospect Assignment Process only has an option to 'Transfer primary manager assignments'. It would be helpful to be able to limit it to a particular Plan Type or a selection of Plans.
|Organization Name (Please enter full organization name)||The Wilderness Society Ltd (Australia)|