In prospects\Major Giving Management\Fundraisers and steps\Overdue Steps, the overdue steps for a fundraiser do not appear when the My team filters are applied in the drop down however on the Fundraisers tab in Fundraisers and steps using the same filters, the filters work correctly.
This can be can be accomplished by removing the filter or by using the My Fundraiser section
Steps to Duplicate
1. Go to a fundraiser's record then the prospects and plans tab 2. Under the Prospect assignments area on the bottom of the page, click the hyperlink for them name of the prospect for whom this person manages which will take you to the prospect's record. 3. On the prospect record go to the Plans tab and click the hyperlink for the Plan name to go to the prospect plan for this prospect 4. On the plan record, note the planned and pending steps. If there are no overdue steps add one a step with a past date for this plan. 5. The next step is making sure that this fundraiser is a member of a team for another fundraiser. To do this go to Administration\Organization hierarchy 6. Click on Edit hierarchy and click the Add button then select position 7. Add a title for the position, and select a fundraiser other than the fundraiser who has the overdue steps so that they become a member of someone else's team then click OK. Use the arrow keys to make sure this new position is all of the way over to the left of the hierarchy so this will be a new team and not fall under another one above. 8. Select the newly added position and now click the Add button and select position again, add a title for this new position and now add the fundraiser who has the overdue steps and click OK. Use the arrow keys to make sure this position is to the right and underneath the first position that was created so that this 2nd fundraiser is on the same team under the 1st fundraiser. 9. Now, go back to Prospects\Major Giving Management\Fundraisers and steps\Overdue Steps. In the Show for drop down, select the blank space so that no filter is applied and then click the Apply button on the right, note the overdue steps listed for the fundraiser who has the overdue steps. 10. Now select either My team - Direct reports only, or My team - Including indirect reports and then click the Apply button on the right. Note that now the overdue steps do not appear. You will need to be logged in as the fundraiser who is the leader of the team for whom the second fundraiser has overdue steps. 11. Note that on the Fundraisers tab in Fundraisers and steps using the same filters, the filters work correctly.
For example: Fundraiser A is the person in organization hierarchy for whom Fundraiser B is listed underneath in Organization hierarchy. Fundraiser B has the overdue steps in their prospect plan for the prospect they manage.