Deceased Dashboard

Kathryn Yarzebinski · November 2014

Is there a way to set up a dashboard to show constituents who have died recently?

JoAnn Strommen · November 2014

Kathryn Yarzebinski:
Is there a way to set up a dashboard to show constituents who have died recently?

Did see your earlier post but for some reason was unable to reply to it.

I don't think you could do a dashboard as there really isn't a constituent dashboard. I'd get on chat support and ask - there maybe one of the dashboards that has the flexibility to do it.

All I think you can do would be a query.

Christine Cooke 2 · November 2014

JoAnn Strommen:
Did see your earlier post but for some reason was unable to reply to it.

I don't think you could do a dashboard as there really isn't a constituent dashboard. I'd get on chat support and ask - there maybe one of the dashboards that has the flexibility to do it.

All I think you can do would be a query.

Agreed, there is no constit query on the dashboard.

You could put the query on the Home page so that it would be easily accessible.

Jason Black · November 2014

Christine Cooke:
Agreed, there is no constit query on the dashboard.

You could put the query on the Home page so that it would be easily accessible.

There is a constituent query on the dashboard, but Blackbaud mysteriously called it Solicitor Query. Give it a try!

Tom Wright · November 2014

Jason Black:
There is a constituent query on the dashboard, but Blackbaud mysteriously called it Solicitor Query. Give it a try!

Or (if you have the RE:Search module) you can shoe-horn a constituent query into a dashboard via a proposal panel.

Deceased Dashboard

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