Available Now! Security For Wealth & Ratings Filters In Constituent Lists
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In a constituent list, you can use Wealth & ratings filters to include records based ratings your organization uses, including:
- Custom ratings to track details such as affinity, social media activity, or wealth characteristics from ResearchPoint or Marts & Lundy
- In the United States and Canada, wealth ratings and online ask amount ranges from Target Analytics
- With Wealth Analytics, additional suggested donor types and next ask amounts from Target Analytics
Admins! To ensure everyone who should have access to the Wealth & ratings filters continue to do so, check their security groups in the database view. To enable someone to use these filters and the Rating columns, their security group will need at least View rights for the Ratings permission under Constituents Privileges in Admin, Security.
For more information about these filters, see the Wealth and Ratings Filters Help.
For more information about these filters, see the Wealth and Ratings Filters Help.
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Blackbaud Raiser's Edge NXT® Blog
03/13/2019 12:09pm EDT
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