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Selective Viewing of Specific Other Fundraiser's Work Center
We have Directors of Development that supervise Associate Directors of Development. We would like to see the functionality in the work center to be able to give the Directors of Development to view only specific Associate Directors of Development ...0 Reviewed: Voting Open
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NXT Work Center should allow Managers to only see the work of their direct reports
A Fundraising Manager would not have to see a long list of fundraisers, only the staff that report to them0 Reviewed: Voting Open
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donor Lifecylce by Appeal
To better measure donor retention as a key performance indicator by appeal0 Reviewed: Voting Open
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Fundraiser Work Centre dashboard filters
Make it possible to filter the dashboards to be more user specific. So for example the actions data tile for a fundraiser should be filtered to actions relevant to a fundraiser. Currently the total is all actions for constituents in their portfol...1 Reviewed: Voting Open
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Would like to have more varibles to customize Fundraisers reports with graphs -- now limited
Our director want to see how fundraisers actions relate to gifts coming in and wants to see it in graphs. Can we have more variables( fields) to work with1 Reviewed: Voting Open
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Notify admins when a gift officer Adds an Action or a Note on one of their prospects.
Often they don't return to the office for a few days while traveling and this would be helpful since prospects sometimes make gifts before the officer returns. Plus like many we struggle with having call/visit reports done in a timely manner. We u...0 Reviewed: Voting Open
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Viewing full portfolio
In Fundraising > Work > Portfolio tab, you should be able to add filter so that it shows both those constituents who have only you assigned as fundraiser AND those who are assigned to you in addition to another person/fundraiser. Without thi...0 Reviewed: Voting Open
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Add NXT tag and/or a section to the Work Center for recent notes
I would like to see a Tag for recent notes and the ability to define which note types generate a Tag. We monitor news publications and Google alerts for news related to our alumni. Our research department adds Notes daily. If the alumnus is assign...0 Reviewed: Voting Open
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Include at least one senior prospect researcher in design team
Prospect research is increasingly in charge of data entry and portfolio management, yet we are forced to use workarounds in the dashboards and are not able to share our work desk with those who need the progress reports on needed research.0 Reviewed: Voting Open
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The ability to exclude recent gifts in in portfolio
There is no way to exclude recent gifts in lists, even if including a date range0 Reviewed: Voting Open