Fundraiser Performance Management Ideas

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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 obviously has the capability to provide something we regularly need: our donors listed by giving society. Yet, programmers have decided to instead provide something I never need: donors' giving society histories. Consequently, I must spend many hours during my busiest time of year verifying if those listed are in fact members of their respective giving societies. Please fix this as soon as possible so that the Giving Society column lists donors' most recent giving society only. Please make it so that this occurs whether you are filtering by Giving Society or using the Giving Society Power Filter.

  • Guest
  • Jan 31 2024
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