If I'm the alumni relations person, I want to see ALL the gifts given by ALL alumni regardless of the gift's constituency. So yes, we need a Gifts List filter that allows us to filter by the CONSTITUENT'S Constituency.
We report on participation monthly. To do this we include people in every constituency they belong to - they might be a board member, parent and alum and we want to count them in each group. If in a gift list I could filter on constituency I could more easily determine participation. I also want to consider soft credits in these lists and since there isn't a way to differentiate between spouse and organizational soft credits I'm stuck exporting this information every month. It would be great to filter a list and include constituency and soft credit filters.
If I'm the alumni relations person, I want to see ALL the gifts given by ALL alumni regardless of the gift's constituency. So yes, we need a Gifts List filter that allows us to filter by the CONSTITUENT'S Constituency.
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We report on participation monthly. To do this we include people in every constituency they belong to - they might be a board member, parent and alum and we want to count them in each group. If in a gift list I could filter on constituency I could more easily determine participation. I also want to consider soft credits in these lists and since there isn't a way to differentiate between spouse and organizational soft credits I'm stuck exporting this information every month. It would be great to filter a list and include constituency and soft credit filters.
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I'd personally prefer Gift Constituency Filters...
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