Allow filtering on Goals in Work Center
Currently I have no control over what goals are showing. Officers usually have 7-8 campaign goals each fiscal year. It currently only show 5 and not necessarily the current fiscal year goals are showing!
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Guest
- Nov 5 2015
- Reviewed: Voting Open
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Be able to sort goals on the Work Center Overview
Merged I think this would benefit being able to see a top priority or a fundraising initiative that is happening right now. I have 8 projects that I would like to be monitoring right now and I see 5 that have nothing to do with the specific campaign.0 Reviewed: Voting Open
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Add specific date range for fundraiser goals
Merged Our fundraisers have annual & monthly goals for the same campaign every year. It is difficult to monitor progress when gifts overlap year over year if it is tied to the same campaign.0 Reviewed: Voting Open
Related ideas
This is an area where we are trying to get our gift officers using more, yet if feels like to them it "doesn't work" because it is not showing the goals they really want to see on top or how many it shows is different for some of the gift officers.
I am in the midst of creating new campaigns for the fiscal year in order to be able to track year to date actuals vs. budget. Would love to be able to define these goals at the Fund level, with specifics pertinent to the fiscal year.
Also need to be able to see more than 5 goals in NXT.
We would like to be able to see all of our goals in the work center. Very critical for our fundraisers!
This idea is critical in my view. Some of gift officers can't see their current FY goals in this section at all!