Add "Last Action date" as a filter in Constituent Lists

For example, all prospects in qualification with no actions in the last month. There is the No Contact, but we need the ability to be more dynamic

  • Delia Escobar
  • Jun 11 2018
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  • Sadie McNally commented
    June 14, 2018 20:23

    I completely agree with this idea.  I would love to see Actions as a Constituent List filter option in addition to the Giving, Location, Marketing, Wealth & ratings, Education, and Custom fields filters.  That way we can filter on Action criteria (in addition to the date range mentioned above) such as Action Type and view columns such as Latest Gift or Lifetime Giving that are not available in Actions Lists.

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