Major Giving Management Prospects Pipeline is not calculating prospects correctly

In the Major giving prospect management pipeline, the list shows the number of plans by type on the summary widget, but once I click the hyperlink to see the results there is a different number of plans showing up. Also, filtering the results to display prospects without duplicates still does not show the correct calculation.

Were currently evaluating this issue for a fix in a future patch or service pack.


Steps to Duplicate

  1. Access the Prospects Tab
  2. Then Prospect management
  3. Major Giving Management
  4. Select Prospects
  5. View the Pipeline by Plan type
  6. Observe the total listed for each plan type
  7. Click the plan type name
  8. Download the .csv file of the number of prospects
  9. Filter duplicates and observe the number of remaining prospects
  10. Notice the totals listed on the widget and on the number of prospects are not the same


 Blackbaud CRM

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