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Add Business Email as an Field on Targeter
I would like to see Business email as I field I can pull into a query.0
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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.1
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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...0
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Multiple Address Types for Address Filter in Targeter
To plan trip lists for fundraisers, the ability to select multiple address types (e.g. home, seasonal, and business) in the address filter in Targeter when running zip code or Core Based Statistical Area searches would be useful. I want to be able...1
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Targeter Query columns I create and make public and/or add a subscriber should keep the same columns when another user views
I was under the impression when I created a query and made it "public" that the fields/columns I selected originally would be the same as when another user accessing that query in Targeter. I now know that is not the case and for the users subscri... -
Add ability to query on household giving rather than only individual
Currently, you can query on person A's giving using the cumulative cash giving filter. If person A gets married to person B, and person B starts making the gifts for their household, person A won't pull into any queries based on the new total hous...0
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Improve Targeter's Giving Society filters
Targeter is not fulfilling our giving societies' needs. Unfortunately, whenever you add "Giving Society" as a column, the data presented includes every giving society to which those listed have ever belonged. This is very frustrating because BFPM ...0
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Show prospects in vacant fundraiser portfolios as assigned
Currently, people who are assigned to a vacant fundraiser portfolio show up as unassigned in Targeter. Could this be changed so they show up as assigned and FPM picks up any of the vacant portfolios as real portfolios and not placeholder portfolio... -
Add following export columns to Targeter queries
Please add the ability to add the following export columns to Targeter queries: Conact Solicition Restriction Exclusions for Spouse, Employer for Spouse, Job/Title for Spouse, Degree/School of Graudation for Spouse, Spouse Assigned Gift Officers0
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Ability to add more than one school/unit designation at a time in Donation Power Filter
When using the Donation Power Filter and the field for School/Unit Giving Designation, you have to enter each designation individually. It would be great if it could be changed to be like the normal School/Unit Giving Designation so you could make...