Add Filters to Untapped Candidates List in Prospect Insights

It would be extremely helpful to have filters in the Untapped Candidates list in Prospect Insights beyond spouse fundraiser assignment. We have a large database and when the PI rollout was done, we had over 3,000 constituents in the list to review and qualify. This is prohibitively large and we need more tools to be able to parse and work through this list.

For example, we have multiple regions so we would want to have a way to sort for candidates relevant to a particular region. Additionally, since a constituent cannot be marked as qualified through the Prospect Insights tile on their record (either on the tile itself or accessing their Prospect Insights entry via the tile), finding a particular constituent to mark as qualified is reduced to hunting for a needle in a haystack without any kind of additional filters or sorting.

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  • Jun 27 2025
  • Reviewed: Voting Open
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  • Caroline Wilks commented
    17 Feb 20:51

    Absolutely, I have the same issue.

  • Deb Dressely commented
    15 Jan 20:04

    Last gift date and event participation would be extremely helpful. We are reviewing thousands of constituents. One of the suggested major gift prospects was a one-time donor of $100 more than 20 years ago. Wealth capacity alone is not an indicator of prospect viability