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.

Add an alert when new prospects added to a portfolio

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.

  • Kathy Mills
  • Feb 9 2024
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  • Terrance Duckworth commented
    31 Dec, 2024 08:33am

    Add picture I.D. and credentials to access my account no exceptions/