It Is All About The Columns!
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The prospect researcher in me loves building queries and of course confirming and rejecting data. However, the lower matching can be a bit of a chore unless you incorporate a few tips!
Each resource allows you to choose the column you want to see when you are viewing a prospects record. So for instance with FEC data, the default view may look something like this -
While this is ok it does not help you determine which of these political gifts belong to the constituent. So by clicking on the columns icon, you can pick and choose the information you want to see. My steadfast rule is always having "Occupation" in my columns --
As you can see from above you get a variety of fields to choose from. By just choosing Occupation I now have the following view -
Because I know my donor is connected with Ackerley Communications, I now can easily confirm 29 FEC political donations quickly.
Check out other resources like NOZA and determine what fields will help you in your quest of confirming and rejecting data quickly!
Each resource allows you to choose the column you want to see when you are viewing a prospects record. So for instance with FEC data, the default view may look something like this -
While this is ok it does not help you determine which of these political gifts belong to the constituent. So by clicking on the columns icon, you can pick and choose the information you want to see. My steadfast rule is always having "Occupation" in my columns --
As you can see from above you get a variety of fields to choose from. By just choosing Occupation I now have the following view -
Because I know my donor is connected with Ackerley Communications, I now can easily confirm 29 FEC political donations quickly.
Check out other resources like NOZA and determine what fields will help you in your quest of confirming and rejecting data quickly!
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ARCHIVED | Blackbaud Target Analytics® Tips and Tricks
03/21/2017 4:34pm EDT
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