Add the source constituent's current prospect manager to be added to the target constituent's prospect manager history

At present, when two constituents that both have active prospect managers are merged, the source constituent's current prospect manager is not transferred to the target constituent's prospect manager history following the merge. My organization would like it if the source constituent's current prospect manager would get moved to the target constituent's prospect manager history, so long as there aren't any overlapping dates with the target prospect manager/prospect manager history.

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  • Oct 26 2020
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Canadian Red Cross - National
Reported Version 4.0
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  • Chris Geady commented
    29 Oct 02:17pm

    Great idea. One less thing to move over manually!