Add overdue prospect status to Constituent list filters

You can set a warning on the top of a constituent record once your prospect reaches a certain number of days in a status (for follow-up).

 

Could we add this as a filter on constituent lists? This seems like a good way to add more value to this handy feature.

  • Guest
  • Jan 28 2019
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    • Sue Kloosterman commented
      June 02, 2021 14:32

      to build on this, could you add the option on the Prospect Status filter to make a list of the overdue constituents?

    • Victoria Schonfeld commented
      February 11, 2021 13:46

      This would be so useful! A really great way for gift officers to easily see who they need to prioritize or disqualify.