Remove inactive assigned fundraisers from the top of a constituents record
When we end an assignment, that fundraiser still shows at the top of the constituent record for "fundraisers". It should show only current fundraisers (those with no end date) or have the ability to select "inactive" so they don't show up there.
This is sort of misleading. Most organizations apply a "former" type for fundraiser assignments so that data can be more easily exported. So "Prospect Manager" may change to "Prospect Manager - Former", for instance.
The problem is that users do not also add an end date. If you do, that will prevent the former fundraiser(s) from appearing at the top of the constituent record. Remember that the Fundraiser Type field is configurable for each organization, and RENXT would not know what any of those values actually mean. Not to mention, plenty of organizations do not even apply a Fundraiser Type.
This feels the same as Opportunity status. Organizations can configure their own but also indicate which should be considered "closed". Applying that logic to the fundraiser types and the issue may be easily resolved.
I just realized this today, and can't believe how misleading it is! Whether a fundraiser is current (no end date) or end dated, they show the exact same way in the header. This is very inaccurate, and ruins the point of having "fundraiser" in the header.
This is sort of misleading. Most organizations apply a "former" type for fundraiser assignments so that data can be more easily exported. So "Prospect Manager" may change to "Prospect Manager - Former", for instance.
The problem is that users do not also add an end date. If you do, that will prevent the former fundraiser(s) from appearing at the top of the constituent record. Remember that the Fundraiser Type field is configurable for each organization, and RENXT would not know what any of those values actually mean. Not to mention, plenty of organizations do not even apply a Fundraiser Type.
This feels the same as Opportunity status. Organizations can configure their own but also indicate which should be considered "closed". Applying that logic to the fundraiser types and the issue may be easily resolved.
I just realized this today, and can't believe how misleading it is! Whether a fundraiser is current (no end date) or end dated, they show the exact same way in the header. This is very inaccurate, and ruins the point of having "fundraiser" in the header.
Please!! This is so important for the top snapshot to be accurate.