I rely heavily on the functionality of the "My Fundraiser Page" on Altru - not for specific plans or commitments necessarily, but for managing and completing my own individual tasks that I also want to be recorded on individual records in the interactions tab for posterity. I first became used to this type of functionality in Tessitura (where the reminders on the home screen are called "ticklers") and in Raiser's Edge (where the reminders are called "Action Items"). I became very used to these tasks appearing on my home screen automatically each time I logged in, though I understand I need to click into "My Fundraiser Page" in Altru in order to see them. I wish though that there was a way to make the "My Fundraiser Page" my personal home page, because none of the things that currently appear on the regular homepage include any of the functions that I ever personally use. Would it ever be possible to at least have the My Fundraiser tasks appear alongside the other things on the regular homepage ("Sales" "Treasury" "Administration")?
Additionally, in Altru, I find it frustrating that there is no way to click through to a person's account while I'm looking at the tasks on the My Fundraiser Page. Is there any way that the names can become links so that I can jump straight to the accounts from there? As an example, I always create interactions for sending individual renewal letters and acknowledgments. When I'm about to work on a batch of letters, though, I usually need to go to the My Fundraiser page to remind myself of all the names I'm about to work on. From there, I ideally need to be able to easily get into each person's individual record to see their mailing address, salutation, etc. to then complete the task. Ideally I would like to be able to do this without having to search for the name separately - it would be great to have the names appear as a link so that I can just click straight into them! It isn't that helpful to just be able to edit or mark the interaction as "complete" from the My Fundraiser Page, neither of which allows me to see the person's account details, which I always ultimately need in order to complete the tasks in the first place.
I have included notes in a screenshot below. Thank you for your consideration! This change in functionality would help my personal productivity 1000000000% and would also help others too - I'm certain of it!
