List of Portfolio Donors Without Opportunities

It would be useful to see which donors in portfolios do not have opportunities. Currently, there is no filtering or column output option for opportunities in the Work center.

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  • Jul 19 2022
  • Reviewed: Voting Open
Portfolio
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  • Nicole Solano commented
    17 Sep 21:53

    This is incredibly important for our fundraiser's to have insight into who may not have an opportunity within a certain timeframe. The would have to go one by one through hundreds of assignments to figure this out. I can query and pull this into a report, but that isn't efficient at all.

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