add start and end dates to Wealth Summary and Model Scores tab

On the Wealth and Ratings page for a constituent, on both the Wealth Summary tab under Model Scores and Ratings and on the Model Scores tab, it would be nice to see the start and end dates of the different ratings.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Wealth and Ratings
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  • Rachel Brandell-Mayers commented
    9 Apr, 2021 01:32pm

    This would be so great, we've gotten a lot of complaints from our MGOs. They can't tell which are active.

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  • Guest commented
    11 Feb, 2020 06:13pm

    This will be great to have in place!

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  • Guest commented
    11 Feb, 2020 04:23pm

    The Model Scores and Ratings tab need filters too. List builder would be great. We have a need to filter out end dated scores and ratings.

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  • +7

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