View Multiple Portfolios in the Work Center

Some of my fundraiser teams need to be able to see each other's portfolios as well as their own, not just the ones where they overlap, when in the work center. Can we get a multiple-selection option for the Work Center drop-down menu when changing the fundraiser?

 

My teams are assigned to divisions within the university, so often it is helpful for everyone in the Athletics division to view their portfolios as a complete unit, rather than only each Athletics Fundraiser's portion. They have a work around with Lists, but things like gift and action Lists look different than the Work Center, because you can only look for gifts/actions assigned to the fundraiser, not constituents assigned to the fundraiser who may have other or unassigned gifts/actions.

  • Keri Barnhart
  • Aug 9 2019
  • Attach files