This is vital, generally all fields on the opportunity or any of the other records should be available in insight design. Additionally we should be able to also filter by fundraiser/solicitor on all records - I have noticed limitations on certain records i.e. pledges that do not allow you to filter on fundraiser/solicitor.
This is vital, generally all fields on the opportunity or any of the other records should be available in insight design. Additionally we should be able to also filter by fundraiser/solicitor on all records - I have noticed limitations on certain records i.e. pledges that do not allow you to filter on fundraiser/solicitor.