PowerUp Challenge: First Home Page Task
Comments
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@Crystal Bruce I chose Updates, Favorite queries and PaperSave. I love my shortcuts so not having to search for queries is lovely!
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@Crystal Bruce I have Recent Gifts, Opportunities, and Favorite Queries.
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@Crystal Bruce Updates, Prospect Insights, Favorite Queries. I chose Updates because I reference the updates weekly. I chose Prospect Insights because we are rolling out the feature to our team and will be managing low likelihood and untapped candidates at the Data Management level. I chose Favorite Queries for ease of use. Thank you!!
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@Crystal Bruce Recent Gifts and Appeals Tracker
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@Crystal Bruce I have Updates, Favorite Queries, Recent Gifts, and Appeal Tracker tiles set up. I like to see what has changed in NXT as well as having access to my most used queries, recent gifts and information about our current appeals all in one place.
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@Crystal Bruce I've added My Actions, Fund Tracker, and Favorite Queries. They help me to keep myself on track and also make my work more nimble and efficient.
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@Crystal Bruce I kept Updates because I follow that. I added Favorite Queries, Recent Gifts, and Year over Year Fundraising. As a person with a back office tech support role, these 4 categories will be helpful to me.
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@Crystal Bruce
I chose “Recent gifts” so I can always see what's coming in every day, “Campaign Tracker” so I can watch our Capital Campaign goal, and “Favorite Queries” so I can easily access my most used queries.0 -
@Crystal Bruce I added My Actions to make sure I don't miss anything urgent, Fund Tracker so I can easily see the progress we are making towards our yearly goals, and Recent Gifts so I can have an idea of what has recently arrived.
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- Favorite queries - for accessing important queries as admin
- Year-over-year fundraising - answer executive questions quicker
- Appeal tracker - see giving source
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@Crystal Bruce I included Appeal tracker, Event tracker, and Favorite quries on my Home Page.
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@Crystal Bruce
1. Recent gifts - so I can see all the most recent gifts.
2. Year Over Year Fundraising - it is nice to keep track of and be able to answers questions more quickly.3. Appeal Tracker - Can easily track the performance of certain direct mail appeals we have.
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@Crystal Bruce I love Appeal Tracker, as it's a great way to keep an eye on a current project like a Direct Mail, My Actions for a quick focus on what needs to get done, and Favourite Queries. I have a number of queries I run regularly and it's great to have this shortcut!
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@Crystal Bruce
Yr-over-Yr Fundraising, Recent gifts, Appeal tracker, Favorite queries, and Updates. Love love the homepage!!!0 -
@Crystal Bruce I have updates, favorite queries, recent gifts, event tracker, appeal tracker, and year over year fundraising.
It's so handy to have the ability to set up favorites - especially with queries!
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