We need much more robust query capabilities in Targeter. Example: I need to find all fo the Alumni (relationship type) who have given to Engineering (school/unit) for at least 4 consecutive years within the past 5 years. This requires the ability ...

I would like to see the Portfolio Giving vs. Peer Group viewport use the Credit Amount instead of the Legal Amount, for these reasons: Dollars raised is a critical metric for any gift officer, and legal amount often does not reflect the full amoun...

we are collecting gender designation and preferred pronouns in our CRM. Would love to be able to display them on the relationship profile

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...

Add "last Contact by assigned officer" and "last visit by assigned officer" to Target Query options. I see this under "Prospect Assignment" as "last contact by selected officer" and would love to have this as an options in a regular query.

In order to proactively manage issues with digest subscriptions, I would need a tool that:1) Tells me what users have subscribed to which digests, and when they last received an emailed digest. This is necessary for when the user complains that he...

This idea came from University of Delaware Prospect Management -- they would like a field similar to "Annual Giving Ask Amount" but for them to populate "Major Gift Ask Amount".

So it could be sorted to plan for follow-up visits

Many of our alumni have multiple degrees, and possibly from different colleges/school within a university. However, some of them refer to one degree and graduation year as their "preferred." It would be nice to be able to target them based on this...

Research and gift officers - allows them to see immediately if there a key donors to a fund or funds.