Add an option to filter portfolio by blank prospect status in the work center.

Currently, we can only filter portfolio by prospect status if it is filled out on the constituent record. I am often working with gift officers to make sure everyone in their portfolio is in a status/stage, and it would be beneficial to only see those with a blank prospect status.

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  • Mar 28 2018
Work Center
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  • Drew Matthews commented
    July 31, 2019 21:22

    Yes. We need to be able to filter our portfolios and only show those without a Prospect Status.Our gift officers need to be able to quickly find these records so that they can take the appropriate actions.

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