Action List - Allow list by "Past Due"

It would be great if we were able to create an exportable actions list (includes constituent IDs) that can be created by status = "Past Due" and contains the amount of days/time past due.  This would be beneficial for the MGO to view those constituents who need to have record reviews or additional actions added.  The action lists would also be great if more columns were available as well as filtering options.

  • Cammi Derr
  • Jan 23 2018
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  • Jen Claudy commented
    February 01, 2018 04:04

    An Action List can be created with a Filter of Action Status = [Past Due].  But the length of time past due would be great to see.  And always the ConstID (I would like to see that as a field available everywhere!).