Also, it would be helpful to be able to query and list the comments added when the prospect status changes. I can see the notes on the NXT profile, in the Prospect Management section by clicking the View Status History button, but have to go one by one. The use case is: I need to provide a list of all disqualified donors and the reasons why I disqualified them to my manager.
Also trying to create a dashboard that will show KPI for fundraisers, showing how many were in ... cultivation say... this week vs last week. Struggling to make this happen...
This is something my supervisors are requesting to see in lists when looking over their assigned constituents. It would be very helpful to have that date field visible.
Also, it would be helpful to be able to query and list the comments added when the prospect status changes. I can see the notes on the NXT profile, in the Prospect Management section by clicking the View Status History button, but have to go one by one. The use case is: I need to provide a list of all disqualified donors and the reasons why I disqualified them to my manager.
Also trying to create a dashboard that will show KPI for fundraisers, showing how many were in ... cultivation say... this week vs last week.
Struggling to make this happen...
We're being asked to report on this as well
This is something my supervisors are requesting to see in lists when looking over their assigned constituents. It would be very helpful to have that date field visible.