It would be helpful for Staff users to be able to edit call results within Guided Fundraising. As it stands now, if an Agent makes a mistake while selecting a result code (and, let's be honest, this will happen to every Agent as they learn the job...

It would be very helpful to have the ability to monitor agents' calls for training and coaching purposes. We have tried coaching with the one-sided conversations we can hear, but it would be much more beneficial to the callers if we could listen t...

I have some additional suggestions for improvement for Guided Fundraising. First, I have two suggestions for the callback feature. It would be helpful if you could assign a callback with a specific student. For example, some of our alumni request ...

If there is a hurricane or fire in a specific part of the country, it would be helpful to be able to be able to pause prospects in some way. This could be based on area code or zip code. Right now we have to remove prospects completely from the ca...

We called one prospect on a campaign before we realized that the play was set to text to a population we did not want to text. the fact that we have to stop the campaign entirely - rebuild and then edit the play is a waste of time. Please create a...

I have a longer post about this on the discussion board so I will try to be more brief and to the point here. There are a variety of agent level and campaign level statistics that are needed. Below you will find a list of potential statistic names...

It would be extremely helpful if there was a way to see who was the last person who spoke to a donor, what step in the play they ended on, and what the outcome was all in one report. Right now I'm having to download 3 different reports and cross c...

It would be visually helpful to move a prospect's Job Title directly under their Employer. (We currently see, in this order, "Prospect Detail: Nickname, Spouse Name, Employer, AF Ask Amt, Relationship Types, etc. etc. then Job Title.) Back in Sept...