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Status Not Prioritized
Categories Users
Created by Guest
Created on Feb 18, 2023

Limit a standard user to only see the constituents they're assigned to

Option to limit a standard user to only see the constituents they're assigned to.

Example: A fundraiser could only see the 150 prospects in their portfolio.

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  • Guest
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    Jul 20, 2023

    Why? Isn't a fundraiser supposed to be able to prospect from the current givers database?