Work Center and List Filter for Last Action to be Fundraiser Only

In the Work Center and in Constituent List, we need a filter so our Fundraisers can see ONLY THEIR Last Actions and not the Last Actions of someone else, marketing, etc. When they are working a List, they need to see when THEIR Last Action was.

Example: Sending a thank you card to all their 2022 donors. They have a list, but some of the Last Actions are by the marketing team, so they have to click into the record to see if they sent a card. Very time consuming and frustrating for them.

  • Linda Guttridge
  • Jan 20 2023
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  • Marcus Wilson commented
    January 20, 2023 17:05

    I agree with what Linda said. This would be very helpful.