Filter among Individual and Company records together
complete
Claudia Estrella
The ability to filter data across individual and company records. Currently, filters will need to be completed in each section individually.
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Elaine Makikalli
complete
This feature is now complete! The contacts table has been unified to show both Individual and Company records together. If you prefer to view them separately, use the new Company Type filter.
We appreciate your feedback!
Elaine Makikalli
in progress
M
Mary Hiser
Critical to our fundraising work. The majority of our table sponsors for annual event are "corporate donors" from small to mid-size corporations with the President or CEO in their corporate role as the contact.