Ability to filter the Unassigned tab in Work Center by Fundraiser type

We use the fundraiser type for lots of different types of individuals within our organization and would like the ability to filter in the listed based on their type. For example, the record is used to mark or "real-money" fundraisers as well as our "relationship manager" fundraisers but because we use the record for both it removes the individual from the unassigned tab. The result is that we are unable to see who is assigned to a "relationship manager" but not to a "real-money" fundraiser and would LOVE that ability. We'd to have it in the unassigned tab and/or within the constituent list function.

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  • Mar 17 2017
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  • Melissa Graves commented
    August 20, 2018 18:08

    Jarod - can this be merged into the other suggestion that has tons of votes asking for a filter for solicitor type.

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  • Jarod Bonino commented
    August 06, 2018 14:40

    Great suggestion! I personally hadn't considered this use case but it does make sense. Just because a Constituent is assigned to a "P2P Fundraiser" or "Relationship manager" doesn't mean someone is assigned to cultivate a potential major gift. Having the ability to display Constituents that ARE assigned in some capacity, but are not in another does seem helpful. I've focused this idea on that concept and removed your reference to general List filters for the Fundraiser type. I believe that aspect of this idea is captured pretty well in this (previously existing) Idea: https://renxt.ideas.aha.io/ideas/NXT-I-42

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