Adjust "Upcoming" Actions date range in Work Center

While the current count of "Upcoming" Actions listed in a fundraiser's Work Center is helpful, I'm finding that it's too limited for some of the fundraisers I have to assist in my organization.  For example, the person in charge of our grants finds that the default range for determining what is an upcoming action (this week) is too limited; being able to set it for this person to "the next 30 days" would be far more helpful as that would capture those actions that they would want to keep at the front of their mind at the touch of a button.

  • Guest
  • Aug 29 2018
  • Attach files
  • Linda Lull commented
    26 Jan 20:42

    It would be nice to beable to set defaults by fundraiser on all of the report in the work center, but at least moving to the next 30 days would be very helpful to start.

  • Guest commented
    September 06, 2022 18:50

    I agree with this suggestion to expand the actions pulled into RENXT report to be "the next 30 days". Fundraisers found the "this week" too limiting and not informative enough as they plan their work ahead.