Add Spouse to list

Trey Arnold
Trey Arnold
Fourth Anniversary Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions
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!

Comments

  • Trey Arnold
    Trey Arnold
    Fourth Anniversary Participant Facilitator 1
    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
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management
    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.

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