Financial Information in Prospect Module

Gail Jones

Do you remove outdated financial information from the Prospect module in Database view? Financial summaries are being overstated because you cannot filter on the Information Type when viewing in NXT. If it is removed, do you retain it elsewhere in the constituent record?

Aubrie Wright

Hi Gail,


We do remove the info from the Prospect Tab, but we put it in notes on their record with a date to make sure the information is still captured somewhere. This helps us in knowing a better target to aim for with that donor, or to let them go altogether.