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Add Spouse to list

Trey Arnold

I am creating a list to export for a wealth screening and wanted to include our constituents' spouse's name and DOB/Age. We are testing our top donors and don't want to input 1,000 names manually! Is there a way to include that as a column on a constituent list? Thank you!

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Comments

Trey Arnold

Would it also be possible to include their employer? I am getting close on the database view but find it so much easier on the web view. Appreciate any help!

Dariel Dixon

Exporting out of web view is not the most ideal way to do this. You'll be limited by which columns you'll have access to and many of the fields that you want are just inaccessible in NXT. Use the export tool in database view. You will be able to easily add all the fields you're looking to here.

However, I find it strange that you would need to add that information for a wealth screening. If you're doing testing, why would you include that information? The screening should return most of that data, at least one that is worth investing in.