Display Unassigned Opportunities in Work Center List

Right now, if an opportunity is unassigned, you cannot see it in your work center list.  Even if you use the drop-down menu and select "All Fundraisers".

 

Occasionally opportunities get entered and an assignment is not made or it hasn't been assigned yet.  There should be an option to view "Unassigned" opportunities.

  • Brian Bates
  • May 25 2018
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  • Keri Barnhart commented
    May 30, 2018 12:35

    I would like to see an option in Opportunities Lists to filter by "no one" on the Assigned To! The same thing with Actions, and basically any other item in those forms. That would help a lot, and could be a different solution to this problem. We're finding that our fundraisers are forgetting to fill everything in, which makes our reporting inaccurate, and being able to look for blank items specifically in the various lists would help them track their work before we run a query in the database view.