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Adjust "Upcoming" Actions date range in Work Center
While the current count of "Upcoming" Actions listed in a fundraiser's Work Center is helpful, I'm finding that it's too limited for some of the fundraisers I have to assist in my organization. For example, the person in charge of our grants finds...2
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USA date style
Currently date conventions are focused on the USA formatting. Before I can introduce this system to colleagues, it would be great to see a timeline of when this will be updated to include UK and other date format styles to support the user underst...6
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add Constituency Code to search feature in work center
When searching, it's possible to have several constituents with the same last name. Not knowing individual addresses or students and alums who share a common address with parents, it's difficult to efficiently grab the correct record. Adding const...1
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Gift Chart Calculator
Many fundraisers need to develop a gift chart to see how many donors and prospects they will need at different giving levels in order to achieve an overall fundraising goal. This is especially important when working on a campaign and I have a set ...0
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View Multiple Portfolios in the Work Center
Some of my fundraiser teams need to be able to see each other's portfolios as well as their own, not just the ones where they overlap, when in the work center. Can we get a multiple-selection option for the Work Center drop-down menu when changing...0
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Fundraiser Scorecard
Ability to create goals based on actions, opportunities and funds solicited/raised. Additionally, having a scorecard so that Fundraisers and their managers can see their progress. We would never use campaigns, funds and appeals for fundraiser's go...0
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Overdue Pledge Tag Include Soft Credit
Idea Bank '182' apparently accounted for soft credits with tags of 'lapsing', 'lost', etc. But we need soft credits to also apply to the "Overdue Pledge" tag when a constituent gets marked deceased. Otherwise we have to move the pledge hard credit...0
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Filter Actions in Work Center to Display Only my Actions
Right now when on the work center overview page, in the actions box, the "past due" actions number reflects all past due actions on my portfolio. This includes ones that "will not be completed" and "not yet completed" I'm not sure if that is uniqu...1
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Make Tags Hyperlink to The Specific Action
Would it be possible to have the tags on records in the Work Center hyperlink to the action (recent gift, event registration, etc.) that triggered the tag? That way our DOs can see immediately what the change is and determine how best to address it.1
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More filter options to Work Center Unassigned Constituents
The Unassigned prospects in the Work Center is a very long list. Adding more filters would be very helpful, for us Faculty and Graduation Date (range) would help narrow down the list to those most relevant to the fundraiser.1