Hello everyone

Miriana RAd

Would anyone know if it is possible to customize Constituent Search to display only Constituents who are Prospects (have Active Prospect Manager Assigned)


Appreciate the help very much


Thank you

Clint Grossnickle

Hi Miriana,


There is a Prospect search within the Prospects functional area. It doesn't limit results to only those prospect who are actively managed, but you can include the prospect manager as a search filter and the prospect manager is also included in the output fields. 

Miriana RAd

Found id, thank you very much Clint?


Miriana