Wealth Ratings - How they are generated

When a constituent record is entered into RENXT a wealth rating is generated within 24 hours. This is helpful, but only if there's enough information in the record for the automated query. If for instance, you only enter a name and maybe an email address, there may not be enough information to build a rating. Thus, there should be a way to retrigger these ratings. If for instance you update the address field (or add information for the first time) the record should be put in the queue for evaluation, even if in advance of the anniversary. Other tirggers might be the addition of a spouse or the correction of the spelling of a name. I'm sure there are a few other events that would make sense to add as triggers as well.

  • Guest
  • Feb 13 2019
  • Attach files