With over 600K records in FPM, the current search functionality makes it difficult to find prospects with more common names. There needs to be an ability to do more advanced search with fields.

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.

This would allow Major Gift officers to focus on the newest prospects and see if new people are added to their portfolios.

There is no way for gift officers to know when new prospects are added to their portfolios. The ability to set up an alert would be very helpful.

We need to be able to see existing attachments in NXT in FPM to make it easier for our gift officers. This will allow them to see existing scholarship agreements, etc.

Once a prospect is assigned to a gift officer, the prospect stage will change from identification to qualification. It is the gift officer who has to qualify the prospect and determine if the prospect will stay in the gift officers portfolio. Thus...

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...

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...

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.

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...