Work Center Portfoilo - Date Added to Portfolio Sort Option

It would be super helpful to have a column option for date added - not date added as constituent, but date added to portfolio. That way, gift officers could sort their portfolio by most recent add, to know who might be new to their portfolio. If they have hundreds of constituents in their portfolio, it can be difficult for them to know who was just added or who has been there a long time without any movement.

  • Kristen Reagan
  • Jul 29 2025
  • Reviewed: Voting Open
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