Qualified opportunities are not displayed when using an organizational team under Major Giving Management – Opportunities and Asks if the ask date is in the future. The opportunity is correctly displayed if you remove the organizational team filter.
Download and install the latest Service Pack which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.
Steps to Duplicate
1. Create or use an existing organization position. 2. Assign a user to the organization position. 3. Create a prospect plan for a constituent. 4. Add an opportunity with a status of qualified and an expected ask date after today. 5. Assign the fundraiser from step 2 as the primary manager. 6. Navigate to Major giving management - Opportunities. 7. Leave the organizational team blank and view the qualified opportunities, note that the previously created prospect is displayed 8. Return to Major giving management - Opportunities and under organizational team create a new smart query and select the fundraiser from step 2. 9. Note that the prospect opportunity now does not appear under the qualified opportunities. 10. Return to the prospect plan opportunity and adjust the expected ask date to today or earlier. 11. Note that the prospect opportunity now appears.