Fundraiser Performance Management Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

8 Vote

Add an alert when new prospects added to a portfolio

There is no way for gift officers to know when new prospects are added to their portfolios. The ability to set up an alert would be very helpful.

Created 09 Feb 15:20 by Kathy Mills

Major Giving

0
9 Vote

Add 'Date Added' as a field to show when prospects are added to a portfolio

This would allow Major Gift officers to focus on the newest prospects and see if new people are added to their portfolios.

Created 20 Oct 18:03 by Guest

Major Giving

0
7 Vote

Be able to see attachments in NXT in FPM

We need to be able to see existing attachments in NXT in FPM to make it easier for our gift officers. This will allow them to see existing scholarship agreements, etc.

Created 16 Mar 14:14 by Guest

Major Giving

0
15 Vote

Advance Search Functionality

With over 600K records in FPM, the current search functionality makes it difficult to find prospects with more common names. There needs to be an ability to do more advanced search with fields.

Created 10 Nov 20:29 by Jeff Baynham

Other

2
6 Vote

Update viewport to display qualification instead of identification.

Once a prospect is assigned to a gift officer, the prospect stage will change from identification to qualification. It is the gift officer who has to qualify the prospect and determine if the prospect will stay in the gift officers portfolio. Thus...

Created 20 Mar 19:33 by Guest

Major Giving

0
11 Vote

Add Spouse birthday as selectable query item in targeter

development officers would like to be able to receive the spouse birthday when they receive birthday notifications for a prospect. short of that if spouse birthday could be a query item in targeter the DO could make a list and save it for themselves.

Created 11 Feb 14:35 by Guest

Targeter

1
2 Vote

Add Business Email as an Field on Targeter

I would like to see Business email as I field I can pull into a query.

Created 25 Mar 18:20 by Guest

Targeter

0
2 Vote

Add Multiple Attachments at once to Relationship Profiles

My organization would like the ability to select two or more files when uploading attachments to Relationship Profiles. Allowing us to attach multiple files simultaneously would save users time and make life easier for us.

Created 08 Feb 00:31 by Guest

Other

0
3 Vote

Add "Outstanding Pledge Balance" as a column to add to lists

This field is already being calculated and sent in file. It would be helpful to officers and prospect researchers if you were able to add the "outstanding Pledge balance" field to list to know who is still paying off pledges and to prioritize pros...

Created 31 Jul 20:33 by Michael Van Dyke

Targeter

0
1 Vote

Adding files to more than 1 record when adding a file

When adding documents to a record, it would be helpful to add that same document to more than one record at a time. As in the case with husband /wife or an individual/corporation, parent/child, etc. Sometimes a single document relates to several e...

Created 25 Jun 16:07 by Guest

Other

0