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add available fields for insights in NXT
There are several fields available, but useful ones like addressee and salutation are not amongst them. Baffling.0
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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 ...0
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Prospect Insights - Need to be able to sort prospect lists in review
Please add the ability to sort the list of names in this list. By Alphabetical or some ranking of most undergiving to least. Right now the order seems random, and I can't sort alphabetically. -
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... -
View/filter Prospect Insights Data from Work Center and Lists
Include Prospect Insights giving indicators, Major Giving Likelihood, Target Gift Range, and giving to other organizations as columns and filters in Lists and Work Center. Use any filters from constituent, giving, action, etc records to filter wit...1 Reviewed: Voting Open
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Prospect Insights - Add Status and Classification
It would be awesome to be able to update the prospect status and classification within the prospect insights window where we can add opportunity, add action, etc. so that we don't have to do separate steps to go into the constituent record to upda... -
Prospect Insights - ability to review spouse data together
When reviewing a prospect's scores and wealth data, it would be helpful to see information about their spouse at the same time. That way, you can make qualification and assignment decisions for both members of the household at the same time.
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Reviewed: Voting Open
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Create custom insight based on custom fields/attributes
It would be very helpful if we could create insights based on custom fields on our records.0
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Prospect Insights - Give the ability to change the solicitor type when ending a solicitor assignment
When we end solicitor assignments, we change the type to former. This is needed for reporting. It would be great if there was the option to change the solicitor type when ending the assignment. -
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...