Prospect Portfolio Management

Zac Joseph

Hi all,


I'm interested in hearing ways in which you help gifts officers manage their portfolio of assigned prospects in Raiser's Edge (we do not have NXT). Currently, our gifts officers have specialized dashboards which show recent gifts, actions, or notes from their prospects. I know of other platforms (for ex. Banner) that can send email alerts if there is any activity on the record of a prospect for whom you are the assigned solicitor. I wonder if there is a plug-in that can help accomplish this in RE, or if you have specific queries or tricks that you've found helpful in showing any new activity.


Appreciate hearing your thoughts!