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.

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 02:35pm 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 06:20pm by Guest

Targeter

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 08:33pm by Michael Van Dyke

Targeter

0
2 Vote

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...

Created 16 Oct 06:53pm by Guest

Targeter

1
6 Vote

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...

Created 18 May 01:36pm by Guest

Targeter

0
5 Vote

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...

Created 30 Jul 05:37pm by C O

Targeter

0
4 Vote

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...

Created 14 Jul 12:45pm by C O

Targeter

0
1 Vote

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 ...

Created 31 Jan 01:32pm by Guest

Targeter

0
3 Vote

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 Officers

Created 18 May 02:52pm by Guest

Targeter

0
3 Vote

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...

Created 18 May 02:49pm by Guest

Targeter

0