Historical Plan Steps appear in Prospects without Recent Activity

when users access Prospects without Recent Activity(within Major Giving Management) Historical Plan Steps appear there for prospects that have recent steps from another plan.  
We're currently evaluating this issue for a fix in a future release. 

Steps to Duplicate

  1. Create or find a prospect that has an old prospect plan with a completed plan step that is older than 90 days
  2. Add a new prospect plan to this prospect’s record with a start date of today
  3. Add steps to the plan for today
  4. Go to Prospects>Major Giving Management>Prospects
  5. Select the Prospects without Recent Activity tab
  6. Completed Steps from Historical Plans show here
  Workaround:  Sort this datalist by Completion Date or Date Planned.  


 Blackbaud CRM

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