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.
Organization Name (Please enter full organization name) | York University |
Reported Version | 4.0 |