Creating a 'recent updates' panel in the Work Center
Maybe a bit ambitious of an idea, but I think adding an additional panel to the Work Center that documents changes to records in a portfolio would be infinitely useful to a gift officer. This would act as a "Newsfeed" of sorts for a portfolio, so that any demographic updates, actions added (by someone other than the assigned fundraiser), recent gifts made, etc. would show up in a feed, sorted with the most recent changes/updates first.
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Guest
- May 26 2016
Related ideas
I like this...except for when I'm doing data-scrubbing work like today. What I'm doing wouldn't be anything the fundraisers would want to see, and if my data updates caused these records to jump to the top of a list, they'll likely be confused and have to ask why that is, what I changed, why I changed it, etc.
So this would be good, provided I could exclude certain things...maybe sign in with some sort of "stealth mode" like using In Cognito or In Private browsing when doing work like most of what I've done today and that work won't affect this feature...