The Portfolio tab of the My Fundraiser page contains a custom listbuilder that shows all Prospects in the fundraiser’s portfolio.
Available columns include
- Last Interaction Date The date of the latest completed interaction, fundraising plan step or stewardship step.
- Last Interaction Summary Summary field for the latest completed interaction, fundraising plan step or stewardship step.
- Prospect Name
- Prospect Age
- Constituent ID
- Last Gift Date Last Gift Date and Amount are the Last Commitment Date and Amount Smart Fields.
- Last Gift Amount
- Next Visit Date (from imported EPIC data, subject to added security)
- Outstanding Pledge
- PM Plan (Y/N)
- Other Plans (Y/N)
- Primary Constituency (from the primary constituency smartfield)
- Primary Contact (for organization or group records)
- Primary Rating Type
- Prospect ID
- Prospect Status
- Total Commitments
Good to Know!
- This same listbuilder tab is also present on the Fundraiser -Portfolio tab under the fundraiser’s constituent record.
How Do I?
- links to other areas, longer blurbs