Work Center Portfolio Newly Assigned Donors Timeframe should be greater than 7 days!

In the Work Center reporting on Newly Assigned donors the timeframe should he longer than the past seven days. Major gift officers are often traveling and sometimes don't get to review that list within 7 days. A 2-4 week range would would much better for how many teams operate.

  • Nicole Solano
  • Aug 16 2022
  • Attach files
  • Sarah Matthews commented
    March 06, 2023 18:44

    I agree -- it would be ideal if the user could define the time period for this feature. For me, being able to change that two week parameter to seeing those assigned in the last 4 weeks would be much more helpful.