Please add to NXT the ability to pull Assigned solicitor amount and a gift summary field based on date range, fund and gift type

Solicitors want a quick glance of their portfolio that shows who has and hasn't given with the additional ability to see the comparison of ask vs actual

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  • Feb 2 2017
Gifts
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  • Stefan Syski commented
    01 Oct 19:51

    Currently the assigned solicitor's ask-amount is not one of the available columns in the Work Center. You can show the ask amounts generated by Blackbaud Analytics, but you can't show the ask amount listed under the assigned solicitor record. It would be helpful to be able to see (and edit!) that ask-amount directly in the Work Center, rather than having to click into the constituent's record.

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  • Cammi Derr commented
    June 08, 2017 20:45

    Why is there no option to get a summary of total gifts on the analyze workspace for each fundraiser?  Crazy!

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