Tip: As you work with a list in your
Under Overview, you can quickly gauge your overall performance across multiple areas, including tasks and interactions, assigned relationships, and goals for fundraising efforts. For more information, see Work Center Overview.
Under Portfolio, you can view and manage your assigned constituent relationships. For more information, see Constituents.
Under Gifts, you can view gifts received from your assigned constituents, including giving you don't receive credit for. For more information, see Gifts.
Under Actions, you can view and manage your assigned tasks and interactions, and other fundraisers' actions with your assigned constituents. For more information, see Actions.
Under Unassigned, you can view and manage active constituents who aren't assigned to anyone, such as to delegate them to those who would best cultivate the relationships. For more information, see Unassigned Constituents.
Note: To help you get a jump on your day, fundraisers with access to
If you can access others'
Tip: Admins! For information about how to set up