Add Prospect Status Change Date to fields to view/filter in Lists

Add Prospect Status Change Date to fields to view/filter in Lists

  • Craig Morris
  • Feb 23 2018
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  • Kim Hickey commented
    December 30, 2021 19:59

    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.

  • Susan Swann commented
    April 17, 2020 19:52

    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...

  • Delia Escobar commented
    June 08, 2018 20:36

    We're being asked to report on this as well

  • Chris Chrzanowski commented
    May 02, 2018 18:59

    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.