PowerUp Challenge: Third Home Page Task

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  • @Crystal Bruce
    added two fundraisers and then checked out the filtering on the recent gifts tile

  • @Crystal Bruce I added our fundraisers and the fundraiser performance tile to see this feature. As others have mentioned, I don't see a use for this personally right now but will let our fundraisers know that the feature is available to them.

  • @Crystal Bruce Being a small team, I don't see much use of this feature for us now, but as we are expanding our department, I can see us using this feature to track and manage different Opportunities.

  • @Crystal Bruce I added three people from my team, and added the fundraiser performance tile. Not surprisingly we have $0 (we are back office). I added Actions but don't see much of anything there either. Seems like a back office team might be able to use actions more and find value in My Team.

  • @Crystal Bruce I added one person from my team, but since I'm not a fundraiser and I'm back office, I didn't find much value in it, but I think for fundraisers it could be very helpful.

  • @Crystal Bruce I added one person from my team, as part of my responsibilities is to assist him in making sure his actions are completed and not falling through the cracks.

  • @Crystal Bruce
    Not a fundraiser, but added someone who is, but does not see any real value for me.

  • @Crystal Bruce We are the database managers, so this feature doesn't show anything for our team. I was able to add 2 of us (we are only fundraisers for maintenance reasons)

  • @Crystal Bruce
    I added one coworker but I will have to figure out if this would be useful for me as a DBA.

  • @Crystal Bruce I added our director of IT who used to work as database manager and a fundraiser in our office. His help is invaluable in solving some of the more detailed questions we have and he is our go to for questions with things such as the annual report and DASL

  • @Crystal Bruce Being on a very small team - this feature isn't very helpful for me personally but I can see how if I was on a large team, I could bucket together the Annual Giving team vs the Alumni team for example.

  • @Crystal Bruce
    Not helpful yet as I'm the only one in Development at my job and there are no Team Members yet.

  • @Crystal Bruce I did build a team of fundraisers when I saw this feature, but we are a small shop and are still setting up portfolios. Will try it again when we have more activity going on. :)

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