Work Center > Opportunity Tab Default to Only Opportunities Assigned to Fundraiser

Currently, when a fundraiser views the Opportunties tab within their Work Center, they are able to see (by default) any opportunity for a constituent they are assigned to, including Opportunities not assigned to them. We would like to see the default option, to only display opportunities in which the viewing fundraiser is directly connected to and assigned to within the Opportunity record.

  • Austen Brown
  • Apr 30 2021
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