View Prospect Insights data from a RENXT web view constituent record

Include a tile with the Prospect Insights data on an RE NXT constituent record, like the Prospect Management or Ratings tile. Include all giving indicators, Major Giving Likelihood, Target Gift Range, and gifts to other organizations.

Consider a button to View in Prospect Insights if not all data can be displayed. Prioiritize MGL and TGR to start and the queue they are in (e.g. undergiving) like a Tag.

If recommendations are included, display those on the record as well.

Include security settings that allow specific data points to be hidden by roles, because not all users will need to view all data.

Reasons

1) Most of the time, a fundraiser will access the constituent record from the Work Center or from the Search feature. There is no information on the constituent record that leads the fundraiser back to Prospect Insights to view more data.

2) There is no way to search within Prospect Insights for a specific record and view their scores and wealth data for instance, a board member said we should go talk to Jane Smith, but she is not currently assigned to a fundraiser, and I don't have time to scroll through Untapped on the off chance she is there.


  • Shelley Weifenbach
  • Sep 25 2023
  • Planned
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