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

Targeter Query Operators

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 ...

Created 9 Apr 06:26pm by Guest

Targeter

0
2 Vote

Use Credit Amount Instead of Legal Amount in Portfolio Giving vs. Peer Group

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...

Created 18 Mar 09:27pm by Laurie Lehenbauer

Major Giving

0
2 Vote

Add gender designation and pronouns on relationship profile

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

Created 3 Mar 08:08pm by Guest

Activity Center

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
1 Vote

Add "Last Contact by assigned officer" and "last visit by assigned office" to Target Query options

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.

Created 2 Dec 05:10pm by Guest

Targeter

0
1 Vote

Create a tool to help manage/troubleshoot issues with FPM emailed digests.

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...

Created 9 Aug 06:00pm by Guest

Notifications

0
1 Vote

Major Gift Ask Amount

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".

Created 8 Aug 06:45pm by Guest

Targeter

0
1 Vote

On the Console page of FPM, is it possible to add columns to the Contact Reports section? Specifically, I would like to add city and zip so that I can sort when sending follow-up visit requests.

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

Created 21 Jul 02:26pm by Guest

Major Giving

0
1 Vote

Add "Preferred Major" as a filter in Targeter

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...

Created 2 Jun 05:43pm by Guest

Targeter

0
1 Vote

When a report parameter is a specific gift fund, include the giving totals for that fund in the out

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

Created 26 Apr 11:53pm by Guest

Targeter

0