add a way to extract only the current primary manager for a prospect from Query and from Export

There currently isn't a way to extract a list of constituents who may or may not have Prospect Managers and include the names of only current prospect managers where there is one. The Prospect Status Tile and the Prospect summary correctly show that there isn't a current prospect manager in the records, but in query and export, the a past PM with an end date is extracted when selecting the prospect's PM (If I wanted past PMs I would use the PM history node...)

The 'work-around' we've been presented with is to output the end-date, but that either requires manual intervention to remove those names from an extract or explain to our business users how to interpret these fields together, which is a bit much to ask. There also isn't a filter on the Prospect Manager node in Export, so it can't even be achieved there. This seems like very basic functionality which should be included in the core product.

  • Margaret Parviainen
  • Sep 11 2024
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) University of Calgary
Reported Version 4.0
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