Additional Columns/Filters in Work Center - Portfolio

Adding additional portfolio column options would allow our gift officers to see the true makeup of their portfolio at-a-glance, and drill into their role with each constituent overall. I would specifically like to be able to separate out Primary Solicitor from other solicitor types, see the assignment date range as well as the solicitation note/reason in a separate column.

  • Hallie Bischoff
  • Jul 15 2026
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