Micro Project Overview
Jackie Portfolio Query
Requester: Jackie Poliseo
Department: Annual Giving
Project Type: Data Input/Output
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Could you please build me a query for keeping track of my portfolio (Team Lead only - not those that I am Team Member on)? Can you please include constituent and solicit codes and giving history (recent gift and lifetime giving) for now, as I work to clean this up before launching the new CoD? Thank you!
Connected to existing project brief?
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