View Inactive Fundraiser Assignments in Lists (checkbox option)

We can't verify whether someone was ever assigned to anyone, or when a fundraiser may have been assigned. We use both "former" to flag inactive assignments in the type and a Date To to indicate when the assignment stopped being valid.

With the new filter option for Fundraiser Type, we can only view "Former" relationships if we haven't marked them with a Date To - which makes it difficult to reassign portfolios or look for new, never-assigned prospects.

We want to have a checkbox option: include inactive fundraiser assignments. By default it would be unchecked.

  • Keri Barnhart
  • Aug 13 2019
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