Home Page Fundraising Team

For Home page tiles listed below, you can show your fundraising team's performance.

• Fundraiser performance

• Opportunity snapshot

• Recent gifts

From the Home page, select Customize page, My team, and add up to 10 fundraisers to your team. To be able to set up your fundraising team, you need permission to access other's portfolios.

Tip: You may need to have your admin verify that you have the appropriate permissions. From Security, Role management, search for and edit the fundraising role assigned to the user. Under Work tasks make sure that role has Access other's portfolios selected.

Note: Do you have ideas for improving the Home page? Visit the Ideas page in the Raiser's Edge NXT Community to vote on or add your suggestions in the Home page category.