Classification is one of the primary fields that our gift officers use, both when viewing individual constituents and when organizing/prioritizing their portfolio lists.
hoping for an update on this one. we report on this field for our management team. They, and our gift officers, want to know the composition of portfolios and we use the classification field in order to extract that information. Since we have switched to NXT, it is often not an accurate report on true types of prospects being pursued by our gift officers. And, there's a simple explanation for the inaccuracy - there is no column built for 'classification' in portfolio view from the work center or in the lists section. So, our gift officers are not able to see when a classification code is missing or when one should be changed on a specific constituent. they would have to click into each record for each person on their portfolio.
I also recommend adding classification as a filter option. Before conversion to NXT, we used the classification as a method to identify MGO portfolios.
We use "classification" (major, leadership, etc.) and "status" (discovery, qualification, solicitation, etc.) to prioritize our donors and prospects. Our Development Officers can't really manage their portfolios via NXT without the ability to filter by classification. Please say this will be happening soon?
Our development officers continue to ask for the ability to see the prospect classification for their portfolio members as that fields is heavily used to segment and prioritize their portfolio work. without the ability to see classifications in that view, they aren't able to manage portfolio members efficiently.
Anxiously awaiting this update! Will cut down on the manual reporting/crystal reporting we were hoping for when we launched NXT.
Add me to the list of those wanting Classification added as a "filter" on lists.
Thanks!
Classification is one of the primary fields that our gift officers use, both when viewing individual constituents and when organizing/prioritizing their portfolio lists.
hoping for an update on this one. we report on this field for our management team. They, and our gift officers, want to know the composition of portfolios and we use the classification field in order to extract that information. Since we have switched to NXT, it is often not an accurate report on true types of prospects being pursued by our gift officers. And, there's a simple explanation for the inaccuracy - there is no column built for 'classification' in portfolio view from the work center or in the lists section. So, our gift officers are not able to see when a classification code is missing or when one should be changed on a specific constituent. they would have to click into each record for each person on their portfolio.
I also recommend adding classification as a filter option. Before conversion to NXT, we used the classification as a method to identify MGO portfolios.
We use "classification" (major, leadership, etc.) and "status" (discovery, qualification, solicitation, etc.) to prioritize our donors and prospects. Our Development Officers can't really manage their portfolios via NXT without the ability to filter by classification. Please say this will be happening soon?
Our development officers continue to ask for the ability to see the prospect classification for their portfolio members as that fields is heavily used to segment and prioritize their portfolio work. without the ability to see classifications in that view, they aren't able to manage portfolio members efficiently.