Moves Management

I would like to use Insight for Moves Management to be able to show by gift officer how long a constituent has been in a certain action status.  Also, who their constituents are, yes I know that is on their dashboard page, but can it show the classification and status they are in, and how long they have been there.  Similar to the Prospect Status Analysis panel, but by constituent, and by Gift officer.
Then we want to be able to show Opportunities and how long they have been in a certain stage, to make sure they are moving.  
We can build this in Crystal in RE7, but the DoD's do not have access to RE7, and we want them to have instant access to this data. 
Thank you,
Kelley

  • Kelley Atwood
  • Mar 26 2019
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