Filter By & Column View Custom Fields in Lists (Opportunities & Actions)

Option to add custom fields to the column view and/or filter by these custom fields as you can in Constituent and Gift lists.

  • Crystal Shreve
  • Oct 16 2018
  • Reviewed: Voting Open
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  • Kevyn Barnes commented
    23 Sep 15:29

    I'd really like to encourage our fundraisers to use custom fields in actions, but since they are not filterable for lists, instead I have to have a long list of unnecessary action types to cover the needs of what needs to be searched. Same for opportunities -- I can't really justify why fundraisers should be using these if they can't act upon them in meaningful ways.