Under Prospect Management in RE NXT there is a section that calculates the number of days a constituent is in a particular Prospect Status, as well as allows us to view the status history. It would be great to be able to Query the number of days in the Database View, or allow it to be shown as a column in a List, or as a Filter option in a List. For example, I'd like to be able to display anyone who is in a particular status over 90 days.
Being able to query on time in prospect status would be immensely helpful for workflows and data hygiene efforts. Please make this available!
Have they updated this in anyway yet? It would be nice to be alerted to prospects sitting in specific statuses too long. At the very least, we should be able to query based on this information.
Yes. Seeing it in the web view tile, but not having a way to make a list or query of constituents/prospects who have been in a prospect status for a certain amount of time hinder prospecting and fundraiser's work flows. having this data would improve workflows for both.
Pulling in a query would be helpful
This is most frustrating: having fields that staff are entering in significant information but not being able to query on. It's not even available in any of the Dashboards either.
I love that Webview tracks the history of statuses. But not being able to query on it or pull it in reports is frustrating!
Making the date field pullable as related to Prospect Status, through a list, query, export or report would be very helpful in our work.
Being able to pull the date field related to Prospect Status, through a list, query, export or report would be very helpful in our work.
Being able to report trends on prospect status is vital to any fundraising campaign. It's fundamental, and only being able to see it in the constituent record is not useful. Please enable this field to be exported and built into reports.
Absolutely basic prospect management 101 that tool like NXT should support. We can see the number of days in cycle, we should be able to query it or pull it in a list to filter on it. Seeing the prospect status history and the days in stage are both crucial and basic tools to prospect management. This has been an issue since 2017 and it needs to be fixed.
Its crucial to pipeline management we can report on time in status - as the field is there capturing the data, please let us query it.
Will there be an update on this? 8 years for a popular request for a simple field is crazy!
It is imperative that we get this into the next build. Knowing the number of days is crucial to our research if we are to use the database the way YOU designed it. Please allow us to at least QUREY and ultimately EXPORT this information.
Knowing the number of days in the person is in a particular Prospect Status is critical for predictive analysis. Why is this NOT available in a report? RE is expensive and a good CRM but it does require updating in line with the expectation of the users.
Voted and agree! In list view, it should absolutely show the Prospect Status and the amount of time they've been in that status as detail in that column. Filtering by it and querying by it would also be a great addition relative to proper moves management.
This feature would make a huge difference with moves management! The information is stored but its not query-able so what is the point in storing the info!
Please give us this! As a prospect manager, I'm always asked to report on the number of days each prospect has been living in a status.
As you can see from the votes and comments, organizations are wanting this feature! As a database manager, this is a function that is essential when doing moves management. Blackbaud is not cheap and the prices keep increasing and I feel like the service and quality continue to decrease.
It feels like this should be a very basic functionality. If the field exists in RE, it should be a field that can easily be pulled into a query. This data is essential to effective moves management. I can't imagine this is a challenging feature to build out!
What was the purpose of putting how long a prospect status can be, yet cannot report or query how long someone has been in the various status. RE NXT pushes bells and whistles, but something as important as this moves management, which this would be a great tool, but alas, NOTHING for years!!!!!!! Blackbaud is not so great with helping with moves management. Just amazing on this issue!!!!