Having the option to add a Last Action Column to a List - Gifts Report in RE NXT

I've recent built a list in Gifts to track gifts of a certain threshold that have come in weekly. It would be great if we could include a last action column because in my org, the list is shared with other fundraisers all across Canada. they will see the gifts coming in in real time and would like to see what was the last action on the constituent record to know if the person has been stewarded already or if they need to be thanked for their donation. The fundraiser credited for the gift can easily thank the donor then record in RE NXT their most recent action. It's a great way to make sure donors don't fall through the cracks during the stewarding stage.

  • Guest
  • Mar 28 2019
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