Integrated value fields from ResearchPoint have text operators, but we need numerical operators

I'm a researcher working with ResearchPoint, RE, and NXT. Many of our records are linked between RE and RP, and I use wealth and analytics data to rank and prioritize prospects. 

Our gift officers working in NXT use these fields from RP:

> Annual Giving Likelihood - WP (values of 0-1000)
> Major Giving Likelihood - WP (values of 0-1000)
> Planned Giving Likelihood - WP (values of 0-1000)
> Target Analytics Discretionary Spending (currency)
> Target Analytics Income (currency)
> Target Analytics Investments (currency)
> Target Analytics Net Worth (currency)

Filtering currency and values with "is" or "contains" is pretty useless. Right now we're needing to export to Excel or Google Sheets to filter for AGL >= 500, or TA Net Worth between $1MM and $2MM, for example. 

It would be a great help for our gift officers if the data from RP were numerical fields with numerical operators (e.g. "greater than", "less than", "between", etc.) 

 

  • Sarah Sherry
  • Mar 8 2019
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