Create Org Specfic Business Rules to Drive "Needs Attention" area of Work Center

Make work center more meaningful and useful to fundraisers so they are paying attention to the donors that match current strategies at the time and in the right way. 

Currently constituents pop up (seemingly)  randomly as "needs attention", even if they have had very recent actions and gifts.  This area gets a bit cluttered and when you see a donor you have very recently  interacted with and makes this area less meaningful and suspect.  Still learning how it is populated (and also unpopulated) so perhaps this is the bigger issue.

  • Guest
  • Jun 14 2016
Work Center
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  • Heather Elsik commented
    January 06, 2017 16:03

    This or give the option for users to hide the Needs Attention feature, especially for more seasoned officers this tool is not useful in it's current state. More for beginners.

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  • Daniel Bayer commented
    June 16, 2016 13:12

    At the very least, if the order of the records in the "carousel" section remained the same, as opposed to getting randomized every time you load the page - you may see a few people you want to get in touch with, but when you come back to work center after going to one of their records, it's an entirely new set of people up there. It's frustrating for our fundraisers.

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