Enable Edit on Prospect Team list for plan managers added via Prospect Plan

Development officers and coordinators need to efficiently add end date to plan managers (primary, secondary) to support visibility on assignments, particularly for Fundraising Managers and leaders who want an "at a glance" view of active assignments. Currently, to edit, users need to go inside plan to edit. Editing via Prospect Team sub_tab would increase efficiency and visibility of the currency of Prospect Team assignments via the Prospect record.

  • Gary LaRose
  • Jul 25 2024
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) York University
Reported Version 4.0
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