Filtering on Fundraiser Action Assignments, not just Constituent Assignments

Fundraisers do not exclusively log actions for donors just in their portfolios. They may log actions on any record to log any interaction. In Insight Designer, I may have someone who has 200 actions in a year but only 150 of them can be displayed, because the other 50 were constituents not assigned to them for a variety of reasons. This would really open the door to better analytics.

  • David DeFlorentis
  • Aug 25 2026
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