When viewing the current mentor report this should show only those clients who are active and their current mentor.
When I run this report, Mentor Relationships (Current), this should only return records where the relationship status = current AND where the Contact Stage = Active.
When a contact Stage is changed to Inactive, Successful, or Service Resistant then the system should update any Active mentor relationships to be former.
When viewing the current mentor report this should show only those clients who are active and their current mentor.
When I run this report, Mentor Relationships (Current), this should only return records where the relationship status = current AND where the Contact Stage = Active.
When a contact Stage is changed to Inactive, Successful, or Service Resistant then the system should update any Active mentor relationships to be former.