Prospect Manager Is Listing 2 Different Prospect Managers
(Doc ID 2149694.1)
Last updated on MARCH 04, 2019
Applies to:PeopleSoft Enterprise CS Contributor Relations - Version 9 to 9.2 [Release 9]
Information in this document applies to any platform.
On : Contributor Relations
Constituent Actions page can list 2 different prospect managers
On the Action-Person page there are 2 different prospect manager listings. Depending on when the PM was changed, 2 different prospect managers could show on this page. The Prospect Assignments have been reviewed and the assignment has changed but the effdts are correct so this should show just the active prospect manager for the individual.
Navigation is: CR>PROSPECT MANAGEMENT>STEWARDSHIP PLANS>CONSTITUENT ACTIONS >ACTIONS-PERSON
and CR>PROSPECT MANAGEMENT>PROSPECT RESOURCES>ASSIGN PROSPECTS for the resource assigned.
This can also occur on the Organizations action page. The top listing is the PM as of the date the page is being viewed. The lower PM listed is the one that was PM when the action was assigned.
The issue can be reproduced at will with the following steps:
1.Assign a resource to an individual as the Prospect Manager with a date in the past.
2. Assign an action to this individual.
3. Change the resource assigned as PM with a newer effdt.
4. View the Action page and the 2 different PMs will show.
The issue has the following business impact:
Due to this issue, users are confused as to who is the PM.
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