Allow reassigning of Primary Manager for specific Plan Types or Plans only

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.

  • Guest
  • Jul 13 2020
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) The Wilderness Society Ltd (Australia)
Reported Version 4.0
  • Attach files