When trying to set goals: tracking which officer originated the identified prospect would be a huge win for us. Technically we can do this if we went into each record. It would be great if we could export this, and if we could view and sort this in lists.
This is such a key piece of information for major gift work that I'm baffled why it hasn't been part of the software since the beginning. The depth of the prospect and ask management tools is what sets Raiser's Edge apart from other software products, but this is a gaping hole.
This was such a cool feature in NXT! But it's nearly worthless if you can't access the information anywhere outside of the constituent record in web view.
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When trying to set goals: tracking which officer originated the identified prospect would be a huge win for us. Technically we can do this if we went into each record. It would be great if we could export this, and if we could view and sort this in lists.
This is such a key piece of information for major gift work that I'm baffled why it hasn't been part of the software since the beginning. The depth of the prospect and ask management tools is what sets Raiser's Edge apart from other software products, but this is a gaping hole.
This was such a cool feature in NXT! But it's nearly worthless if you can't access the information anywhere outside of the constituent record in web view.