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

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 18:53 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 13:36 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 17:37 by C O

Targeter

0
1 Vote

Please add the ROI on the appeal breakdown on the Annual Giving tab.

This is one of the main metrics that leadership ask for in mailings and it is unfortunate that this isn't done automatically here. If the cost and total fundraised is already in there, then automatically calculating the ROI would be nice. I have t...

Created 15 Mar 19:32 by Guest

Annual Giving

0
1 Vote

More fields when pulling Tasks

I would like to see more field options when pulling Tasks. I really need to have ID as a standard and description. The task title is always cut off when I pull from Console area. If I have ID, I could upload in the list feature and add the fields ...

Created 13 Mar 15:20 by Guest

Activity Center

0
2 Vote

Display transaction date instead of processing date in prospect giving section of weekly digest

While it's good that the weekly digest pulls on processing date, so it can catch backdated gifts, it would be helpful for directors to see the actual transaction date in the digest. Sometimes data entry issues must be corrected by re-booking a gif...

Created 27 Jun 15:43 by Laurie Lehenbauer

Notifications

1
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 13:32 by Guest

Targeter

0
4 Vote

Please don't reject emails with emojis

I recently had a situation where I couldn't figure out why a contact report wouldn't go in. I finally figured out it was because the donor had used an emoji. It would be great if the system didn't reject emails with emojis in them.

Created 03 Aug 18:06 by Guest

Other

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 12:45 by C O

Targeter

0
4 Vote

"Proposal Created by <name> for one of your prospects" notification for assigned Gift Officer

BBFPM notifies gift officers if someone files a Contact Report on an entity to whom they are assigned. It should also enable the assigned gift officer to receive a notification when someone creates a Proposal for one of their assigned entities.

Created 18 Feb 18:53 by Guest

Activity Center

0