Removing date and source from wealth ratings in NXT

I'd like to be able to remove the date/source from our wealth ratings in NXT. Our gift officers don't care where or when the rating originated, they just want the RFM score or $$. As it is now, when I export a list from NXT, I have to convert it to an excel file and spend WAY too much time removing all of the info the gift officers don't need from the ratings columns so that I can sort the prospects in the list. I realize that I can also share the list from NXT, but then I can't remove those constituents who really aren't prospects.

  • Jennifer Powers
  • Aug 5 2021
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