Add Filter for Assigned Fundraiser campaign/fund/appeal in Work Center

Our fundraisers work with prospects/donors for specific campaigns and funds and it would be great to be able to filter in work center based on those campaigns and funds (so they can filter and see only those assigned for annual fund, or gala prospects, etc). We always list these out in the Assigned Fundraiser record, but there's no way to use that info as a filter in the Work Center, which is how we usually segment our portfolios.

  • Beth Hofeldt
  • Aug 27 2018
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