Add Constituent Code to Action and Opportunity List Filters

For team supervisors who want to see actions or opportunities just for their fundraising unit.  Right now, you have to be sure all solicitors are checked and manually updated.  

  • Ellen Smith
  • Mar 24 2017
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  • Guest commented
    November 24, 2020 18:53

    Yes we would like to see just our board members in an opportunity list.

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  • Federico Ippoliti commented
    October 30, 2018 09:03

    The same applies if you want to report only on a particular category of prospects (corporates, alumni, etc). You can filter by opportunity purpose, but not by constituency code.

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