Prospect Insights - sync Target Gift Range updates to Ratings area

The target gift ranges that appear in prospect insights are super helpful; however, they do not update anywhere else in the ratings area on the constituent's record. We have old target gift ranges from ResearchPoint in our database that are showing from 10 years ago, instead of having the newer one from Prospect Insights reflected in Ratings. This causes a lot of confusion, and since these updated TGR's are only in Prospect Insights, I can't export them into a report for the fundraisers - only the old TGR ratings.

  • Jennifer Briganti
  • Oct 14 2024
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