The Cultivation To Do List Dashboard widget enables you to preview the following Processes: Major Donor Cultivation, Grant Writing, or Major Donor Retention. In addition, the user may filter on the status of each Process by selecting Active, Active - Awaiting Respones, Complete - Successful, Complete - Unseccessful, or On Hold - Suspended.
Click the Configure button, located top, right corner of the widget. The Add Notes pop-up displays. Select the desired preferences. The Cultivation To Do List on the left lists one user, but depending on your configuration choices, you may have additional cultivation views.