Filter my fundraiser page

I was discussing prospect management with my team and they were complaining about the My Fundraiser page. Their issue was that with c200 prospects each it is often impossible to keep track of so many alumnae on one page. I think it would be very useful if it were possible to add some filters to the my fundraiser page, to filter by plan name and by plan stage. I already run some queries in CRM to get round this and I know you can sort the data but the ability to filter the data would make this page infinitely more usable.
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  • Jun 29 2015
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  • Trit Mulligan commented
    23 Sep, 2015 04:36pm

    The pending interactions list builder shipped in 4.0 Service Pack 3 which gives users the capability to better filter and view information about their upcoming steps.

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