End dated Prospect Manager still has the prospect assignment listed on fundraiser page

When a Fundraiser is made a Prospect Manager for a Prospect, that prospect is listed on the fundraiser's Fundraiser page under Prospect Assignments.  When the Prospect Manager is end-dated, he is removed from the active Prospect Team list on the Prospect tab on the constituent page of the prospect, however, the prospect continues to be listed under Prospect Assignments on the Fundraiser page of the fundraiser.

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.  


Workaround:

1. Access the Assignments data list on the Prospect and Plans tab
2. Edit the Prospect whose manager has already been end dated
3. The edit form appears with no Prospect Manager listed here
4. Enter the same end date that you used before
5. Save this and the entry on the assignment data list disappears.
 

 

Steps to Duplicate

  1. Go to the prospect constituent page
  2. Select the Prospect tab
  3. Select the Prospect team subtab
  4. Select the down chevron next to the Prospect Manager
  5. Edit
  6. Add an end date (any date prior to today)
  7. Observe the Prospect Manager no longer displays on the Prospect Team subtab, but does show on the Prospect Manager History subtab as a historical record
  8. Go to the Prospect manager’s Fundraiser page
  9. Observe that the prospect from above, where the manager was end dated, still shows on the Prospect assignment list

Environment

 Blackbaud CRM
 4.0
 4.0
 Blackbaud CRM 4.0.170 (Service Pack 11)

Was this article helpful?