In This Article:

    Cultivation To Do List

    In This Article:

      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. 

        

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