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Code table for the Source of the assets
The source from the wealth and ratings assets section is a free text field that is used for calculations. This needs to become a code table because users may misspell something or cause other issues.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Wealth and Ratings
2
Reviewed: Voting Open
46
Vote
Expand what ratings are included in Prospect Segmentation/Analysis
Currently the list of ratings available to choose from within Prospect Segmentation does not include some ratings such as Mid-Level Likelihood.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Wealth and Ratings
0
Reviewed: Voting Open
23
Vote
Need for the major giving capacity on the edit wealth capacity page to have more options
The major giving capacity bans top out at 1 million and 1 dollar and up - we need to be able to say 1M - 5M and 5M - 10M, etc. and go up to 200M at least.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Wealth and Ratings
0
Reviewed: Voting Open
28
Vote
add Wealth and Ratings and SSN to the merge configuration
We have identified a number of inactive records that are appearing in mailing and solicitation files because they have Wealth & Ratings data. This made us curious why this information would not move to the target record during a constituent me...
Created 29 Jun 13:19 by Guest
Blackbaud CRM / Duplicate Management / Wealth and Ratings
1
Reviewed: Voting Open
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