See customizable summary of constituent's giving in Portfolio

Gift officers need to be able to pull up a list of their portfolio and see a summary of a constituent's giving BY CAMPAIGN, appeal, fund, date range, or other factor. Right now it only allows us to see their Lifetime Giving, first gift, last gift, or largest gift. Being able to see their giving summarized within a given year, for example, would be very helpful.

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  • Feb 11 2019
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