Assign an NXT Tag for when a Constituent's Prospect Status is lapsed based on the number of days until warning set up

This tag could be used to create a list that auto exports to a Fundraiser so they are reminded on a weekly basis which prospects in their portfolio need to be reviewed for assigning a new status, or to just reset the same status.

  • Kathleen Eastman
  • Apr 15 2021
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  • Kathleen Eastman commented
    April 15, 2021 17:54

    After posting this idea I see there was an older one, I-6163, Which asks for the number of days in Prospect Status part of the filtering and columns available to show in lists. It wasa created in 2017 and didn't get many votes. This functionality really is essential for Fundraisers to easily track in summary and detail form, where all of the prospects are in the pipeline. Right now all you can do is see if their status has lapsed when you open their record--it doesn't even show as a flag in their workspace. Please vote for these ideas, or better yet, BB merge these ideas and get them out into the community for voting. PLEASE!!!

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