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.

2 Vote

A way to mass assign records with a given prospect classification.

No description provided

Created 2 May 03:00pm by Guest

Officer Goals

0
2 Vote

Persistent columns for officer goal progress details

We oftentimes would like to see additional columns when viewing the details of progress towards a specific officer goal. For example, when viewing the progress details for Amount Granted goals, we always add the Granted Date/Amount. Column selecti...

Created 2 Feb 06:38pm by C K

Officer Goals

0
2 Vote

Create exportable viewport for proposals at all levels for ALL officer goals/ytd progress in one report

In working with customer support on a question, it was noted that there is not a good way to view all officer proposal goals/progress all at once. It would be helpful to have an exportable report that would include the goal and the progress for ea...

Created 5 Feb 03:00pm by Guest

Officer Goals

0