Filter Opportunity List by Fundraiser details

Please add the ability to filter Opportunities by Constituent Assigned to and Solicitor Type. This would help greatly in differentiating responsibility when we have a primary and secondary solicitor on a constituent record. The proposal assigned fundraiser is too limiting for our reporting needs.

  • Therese Junker
  • Sep 28 2017
  • Reviewed: Voting Open
Lists / Opportunities
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  • Guest commented
    September 06, 2022 19:14

    YES! we have different types of solicitors in our system as well, and the ability to filter by solicitor type will be extremely beneficial and allow the fundraiser to pay attention to what is needed.

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  • Deb Dressely commented
    October 23, 2020 15:37

    We need to filter Opportunities by the Primary Fundraiser and when I go to a specific fundraiser's work center and then to Opportunities I'm seeing opportunities where they are Secondary or Executive Sponsor or Associated or otherwise connected and I need to be able to see where that fundraiser is "responsible" which is designated by the Primary filter.

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  • Andre Motuzas commented
    August 30, 2018 20:40

    This is huge for us, and is almost enough for me to want to cancel the transition from RE to RE NXT.  We have over 20,000 records, and have been using multiple solicitors (as described by the original poster) for over a decade.  If this could be fast tracked that would be incredible - it should be easy (relatively speaking of course).

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