Take a few minutes to configure your personal workspace by completing these 3 steps:
- Adjust Your List View: Click your User Name in the top right corner and open your Preferences. Change your Items Per Page to 50 or 100 so you can view more constituent records without clicking to the next page.
- Configure Your Dashboard: Locate the Dashboard Preferences section. Change your Appeal/Gift Order to Value so your pie charts always highlight your most lucrative campaigns first.
- Enable Data Entry Shortcuts: Verify that the box for Use Previous Appeal & Gift is checked. Click the blue SAVE button to lock in your new personal settings.