Make all areas of the overview tab responsive to date, revenue, campaign, fund and appeal filters

It's confusing to users who set filters at the top of the overview tab to see the Giving numbers change but see results further down the page not impacted by those filter settings - especially in Donor Lifecycle but also for Actions and Opportunities. Of course, since Action and Opportunity records don't have a gift date, revenue type or appeal code not all of the Giving filters can apply to them . But it would be helpful if they at least had their own Campaign and Fund filter settings.

  • Nathan Munn
  • Aug 5 2020
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