What's New In Raiser's Edge NXT: Edit Financial Information

Steve Stegelin

With Prospect Research Management, you can track and update prospects as they flow through your moves management process. You can use financial information to research a constituent's wealth to estimate their capacity to give. On a constituent's record, you can now add and manage their financial information.

 

To edit a constituent's financial information, select Edit, Financial information under Prospect management. For each asset you add as financial information, you can manage details such as its type, source, date acquired, or assessed amount. For more information, see the Financial Information Help.


To update the prospect's status or edit their classification, you now select Edit, Status or Edit, Classification under Prospect management.


To catch up on previous releases, see the  What's Recent Help. Enjoy!

Christopher Blitz

Will this work hand in hand with Research Point as well?

Keri Barnhart

Is this pulled in automatically like the ratings, or is this only what we add to the record ourselves?

Also, how do I turn it off so my general users can see the prospect classification and status but NOT the financial information? (I really don't want them to have it showing on their phones when they're in a meeting with the donor or other sensitive situations where they might be checking RE!)

Keri Barnhart

As a follow-up to my previous question, about security settings and what this tool pulls in:

My ResearchPoint coworker gave me a few records who are regularly confused in RP/Target Analytics and whose default Blackbaud Ratings were based on someone else's data. When I looked at them, their Financial Information was empty, so this is only the data we chose to attach to the record. Good!


However: when I disable "Financial" in the Prospect section of Constituent security settings, only the financial graph disappears. Those users can still view the other data we linked from Research Point, such as Contributions, and clicking on the number opens a detailed list. I really don't want that to be available to my general users who DO need to see the prospect status. How can I make this information available to our higher level fundraiser managers and prospect research team but not to our general users?

Nikki Tremann

Hi Christopher! RENXT doesn’t push prospect information to ResearchPoint. However, prospect info entered in ResearchPoint that feeds into the database view via the plugin will also appear in the web view.

Nikki Tremann

Hello Keri! Financial information and all other prospect data pulled from the database view is the same as before. This release simply adds the ability to add/edit/delete financial info records in the web view. Using the security settings in the database view, you can hide financial info, proposals, and ratings, or the entire Prospect management tile --  it doesn’t get more granular than that, unfortunately.

Carley Haynes

Love all the updates! Thank you!