When searching a Major Giving Prospect, the Primary plan manager for plans marked historical are showing in the results.

Using the Search Major Giving Prospect from the Prospect functional area returns the prospect plan information for any prospect entered into the search.  However it is also including the Primary plan manager from plans that are marked Historical.
We're currently evaluating this issue for a fix in a future patch or service pack.

Steps to Duplicate

  1. Select a constituent with the Major Giving Prospect constituency (or add it)
  2. Go to the Prospects tab of the constituent record
  3. Select the Plans sub-tab
  4. Select Add
  5. Select Add major giving plan
  6. Enter the following:
  7. Name
  8. Plan type
  9. Start date
  10. Primary manager
  11. Start date
  12. Save
  13. Repeat steps 4-7 adding a second plan with a different Primary manger
  14. Make one of the plans historical
  15. Go to the Prospects functional area
  16. Select Search Major Giving Prospects
  17. Enter the name of the constituent from above
  18. Search
  19. Observe the results list displays the Primary plan mangers for both the active and historical plans


 Blackbaud CRM

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