Prospects Display

This topic has 5 replies, 2 voices, and was last updated 8 years, 5 months ago by Master Toby Milroy.

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- February 2, 2017 at 5:23 PM #1064
  
  TestUser1001
  Participant
  
  The main reason for prospects is to see new prospects. Can the list be defaulted to display by latest date entry instead of by name so I can see any new prospects without having to do 2 clicks each time I view the list.
  
  Thanks!
  
  Mike
- February 2, 2017 at 5:29 PM #1065
  
  Master Toby Milroy
  Keymaster
  
  Hey Mike!
  
  Good thought…..!
  
  Interestingly, if you look at the “Prospects” widget on the dashboard, and click that link, you’ll see the list sorted by “Date Created”.
  
  For the “main” list, we’re going to be converting that list the the “new” list structure, so you’ll be able to save whatever layout and filtering you like.
  
  I’m hoping we’ll have that all done relatively soon.
- February 2, 2017 at 6:45 PM #1072
  
  TestUser1001
  Participant
  
  Master Milroy,
  
  Clicking on the Prospects widget under Enrollment Pipeline still displays by name
  
  Thanks!
  
  Mike
- February 16, 2017 at 10:34 PM #1101
  Master Toby Milroy
  Keymaster
  We might have to have you look at this with one of the team.
  
  When you click the “Prospect” widget in the Dashboard, you’re taken to a list of prospects sorted by “Date Created”….so that “should” get you what you’re looking for.
  
  Please let me know if this is “not” what you mean…or if I’m missing something.
  
  Thanks Mike!
  - This reply was modified 8 years, 8 months ago by Master Toby Milroy.
- March 15, 2017 at 5:45 PM #1134
  
  TestUser1001
  Participant
  
  Master Milroy,
  
  That’s exactly what I am doing and the dates for March display like this,
  
  03/12/17
  03/09/17
  03/08/17
  03/12/17
  03/06/17
  03/07/17
  03/05/17
  03/01/17
  03/05/17
  
  Have one of your folks login in to my Dashboard and see they get the same results.
  
  Thanks!
  
  Mike
- May 18, 2017 at 10:08 AM #1157
  
  Master Toby Milroy
  Keymaster
  
  I see what you’re seeing now.
  
  Got it….
  
  I’ll put this on the roadmap.
  
  Thanks.
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