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Prospect Insights - Add a filter to review by Solicitor Type
We use Solicitor Type for Primary relationship manager and secondary relationship manager. The same constituent is showing up when I filter by fundraiser due to this. It would be extremely helpful if I could tell it to only show a certain solicito...Reviewed: Voting Open
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Allow organizations to define "major gift" parameters in Prospect Insights
The default "major gift" in Prospect Insights is currently $10k or more. Our organization wants to be able to adjust this to $5k or more, to pull in more prospects and potential givers within the PI module.Reviewed: Voting Open
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Prospect Insights needed for corporate / business records
Prospect Insights for corporations would be a big help to our org's prospecting efforts. There are other prospect research tools out there, such as iWave, that provide dedicated corporate and foundation prospect research. The data sources for corp...Reviewed: Voting Open
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Prospect Insights - add link to ResearchPoint
It would be very helpful for there to be a direct link to ResearchPoint when reviewing these prospects in Prospect Insights. It would allow us to dig deeper into their giving and update their ratings if needed if there was a link from PI straight ... -
Allow for Unique Prospect Insight "Finish Review" intervals, other than 6 or 12 months
Currently the only two options for finishing the review of a prospect is to review again in 6 or 12 months - however here in prospecting reality those are not realistic intervals, especially when you are working closely with a prospect or you are ...Reviewed: Voting Open
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Add the ability to query for the up-to-date Prospect - Wealth Rating
When pulling the Prospect - Rating in a Query, it is not possible to search only for up-to-date Ratings. For example if a constituent has one older Rating called "X" and one up-to-date Rating called "Y", and now you want to pull all constituents w...Reviewed: Voting Open
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Prospect Insights - Please make Giving Indicators scores of the same name consitent
We use Prospect Insights, ResearchPoint, and Target Analytics to asses and analyze wealth ratings/scores of prospects for our Moves Management process. Please either clearly define how/why ratings with the exact same name from all sources have dif...Reviewed: Voting Open
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Find and Replace GL numbers in GL Distribution
I would like a function that you could utilize when you need to update all funds with a new GL number. We recently closed a bank account and now need to have all GL numbers w/in the funds updated to the new one. I would like to be able to do a fin...Reviewed: Voting Open
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Prospect Insights - sync Target Gift Range updates to Ratings area
The target gift ranges that appear in prospect insights are super helpful; however, they do not update anywhere else in the ratings area on the constituent's record. We have old target gift ranges from ResearchPoint in our database that are showin... -
Assigning/Qualifying Donors from Prospect Insights
How can we get donors into the “Prospect Insights” pool to qualify and assign them? When accessing a donor’s prospect insight from the donor record in NXT, there in no way to mark them as “Qualified” and the “+ Add Fundrasier” button is not active...Reviewed: Voting Open