LYBUNT/SYBUNT Filters

  • Guest
  • May 13 2015
  • Shipped
Wealth Analytics / Work Center
  • Jul 30, 2015

    Admin response

    We shipped these with our latest release last week with the new Tag feature! You see it in columns, filters in lists, on constituent record, and in the needs attention area on the overview page. We separate donors out into Lapsing - last gift was 12-15 months ago, Lapsed - last gift was 15-24 months ago, and Lost - last gift was 24 months or greater. In the future, we plan on allowing some configuration to allow for more personalizing or each org. 

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  • Jen Claudy commented
    July 30, 2015 20:42

    Might be good if deceased consituents get a tag of "Deceased" rather than "Lost" (or Lapsed/Lapsing).  Unlikely we're going to recover them if they're deceased, but might need to keep the solicitor assignment because of estate gifts, etc.

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  • Jen Claudy commented
    May 29, 2015 17:30

    Please let the DBA set default filters/parameters for something like this...otherwise, there will be some donors who appear to be Lybunts when they're not or vice versa.

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  • Deleted User commented
    May 29, 2015 01:31

    We're working on this concept! Our goal is to tell them donors who are in various situations. Will keep you posted! 

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  • Guest commented
    May 13, 2015 20:22

    It would be great to have either a filter or a dashboard in the work center that would show just LYBUNTS on a particular solicitor's list for example.  So a filter based on date range of last gift date.

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