When trying to bulk assign prospects from one Prospect Manager to another, the process fails with the error message: "The INSERT statement conflicted with the CHECK constraint "CK_PROSPECTMANAGERHISTORY_VALIDCONSTITUENT". The conflict occurred in database "30526P_c5041fe7-3d60-4725-806a-c92cfeeebd7b", table "dbo.PROSPECTMANAGERHISTORY".
The prospect manager is also listed as a former prospect manager. To correct this delete the prospect manager from being a former manager.
Open the prospect record
Select the Prospect tab > Prospect Manager History Tab
Delete the row that appears for the Prospect Manager
Steps to Duplicate
1. Go to the Analysis tab 2. Click Information library 3. Click Add an ad-hoc query 4. Choose the Constituents Source view 5. Set the query up with the filters: Prospect\Prospect Manager\Name is equal and Constituencies\Constituency is one of and Inactive is equal to No
Set the query up with these fields to display: Name Prospect\Prospect Manager\Name Address (Primary)\State abbreviation Prospect\Prospect manager start date Prospect\Prospect manager end date
6. Save the query with a name of your choice and check the Create a selection? box. Leave it set to Create a dynamic selection although the error happens when Create a static selection is selected as well. 7. Go to the Prospects tab 8. Click Manage prospects and plans in bulk 9. Select the Prospect Assignment Process tab 10. Click Add 11. Set up the Add a prospect assignment process with: A Name of your choice The Reassign prospect assignments option selected Choose the selection created earlier for the Prospect selection: field Choose the Prospect Manager the prospects are being transferred from for the Prospects assigned to: field Choose the Prospect Manager the prospects are being assigned to for the Assign to: field Check the Transfer prospect manager assignments option
12. Click Save 13. Click the down chevron next to the newly created prospect assignment process and click Start process 14. The process will fail with the error message