Include Giving Preferences as a column option in lists in NXT

Our gift officers pass along stories or articles or updates to everyone in their portfolio that has a giving preference related to the particular topic covered.  It would be very helpful to them if they could see and sort/filter their portfolio lists based on the Giving Preferences on constituent records.  This would also help us as we quickly look across portfolios for donors with specific interests, or unassigned individuals with particular interests.

  • Katie Green
  • Jun 13 2017
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  • Guest commented
    August 16, 2019 13:43

    Faith, hobbies, how they became interested in Bread, political affiliation, info about children/family. Past and current employment. Education level and colleges attended.