The lifecycle status insight needs flexibility on how this displays depending on the fundraiser selected

Currently if you are viewing life cycle status and use a fundraiser filter, it will only display the status based on if that fundraiser was assigned on the last gift. This is useless because of DO turnover and the fact that we have voluteers solicit for us who change every year. Based on the current design of this insight we cannot ever get a true picture of the lifecycle status of the prospects in a DO's portfolio, based on the last gift of the donor, since none of our DOs secured all past gifts for constituents. Please give us more flexibility in how this displays - like it does on the overview dashboard which shows ALL donors by ALL statuses, regardless of DO assignment.

  • Jennifer Briganti
  • Aug 27 2021
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