Home Page

• Each user’s Portfolio “home page” provides important information to help them manage their daily activity:
  
  
  • A personalized “To Do” list
  • A list of the last 5 donor records accessed
    
  • An area for organization-wide announcements
  • A RSS (Really Simple Syndication) feed providing up-to-the minute news

• Navigation to other major areas of the system is available through icons at the top of the screen

Use these buttons to learn more about Portfolio