Custom Fields displayed as default under Work Center Portfolio

Right now, fundraisers' Portfolios display some default columns (Name, First Gift, Latest Gift, etc.) but our organization would like to pre-populate these with the most useful columns (certain Custom Fields in particular). 

 

This is especially useful for volunteer fundraisers, who need fewer columns and don't each need to learn how to change the columns themselves. 

  • Ben Murane
  • Oct 8 2019
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  • Keri Barnhart commented
    October 08, 2019 17:37

    Yes, there's a related but different Idea around from a few years ago for creating defaults for lists either by list type or user group. We need it in the Work Center, too!

    https://renxt.ideas.aha.io/ideas/RENXT-I-1177