We have more than ten membership groups and an annual gift officer over each of those groups. There are no membership filters in RE NXT and it is too much work to track each member using Assigned Fundraiser.
If there is another solution besides being able to create a list or work center by membership category, please let me know.
Yes please! We need to create possibly dashboards that are customized to small groups with relationship managers with quick access to their portfolios. The building blocks are all in place, please give us the quick connections!