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.

Be able to generate reports to show the donor and what documents are attached to their file

  • Guest
  • Jan 18 2021
  • Attach files
  • Guest commented
    29 Jun, 2022 10:20pm

    Would be great the opposite way as well. To see which constituents have attachments and not only on their relationship profile (this can be done through control panel) but also on proposals and contacts.