Filter on solicitor type in lists
Currently, you filer on fundraiser in constituent lists. We would like to be able to also filter on fundraiser (assigned solicitor) type as well. We have different types of fundraiser, so filtering on those types would be helpful.
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- Dec 7 2017
- Shipped
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Related ideas
Blake, my very rudimentary exploration just now inspired me to run around the office to tell everyone who is still here after 5pm on a Friday. We were hoping for this since we first saw the Work Center!
I looked for people in John's portfolio where he is not Lead Solicitor, and ones where he's Lead Solicitor and someone else is Secondary. Setting the work center to john's Portfolio and Solicitor Type = Lead Solicitor worked perfectly. The ones where someone else is secondary still showed up, but the ones where John is secondary didn't. Yay!
....now I'll go look for or add Ideas for related things I figured should hold off until this was ready. :)
FABULOUS!!!!!!!!!!!!!
HOORAY!
From the portfolio in Work Center or Constituent Lists you can now filter the constituent list based on the type of the constituents' assigned fundraisers.
Would love to hear any success you have with this and feedback for how this works for you.
yay! excited to hear this is planned!!!
YES! We have both staff member and board member solicitor types on donor records but cannot run list for just one or the other.