Is it possible to combine Two Prospect Status Codes into one (see photo)?

Sue Violi
Sue Violi
Fourth Anniversary Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

I was reviewing a webinar the other day - Tips and Tricks for Tracking Grants with Taylor Francis. I don't know when it was shown originally. In the beginning, she was talking about streamlining opportunity status codes, but working with the major gift team to establish policies and keep opportunities separate and labeled correctly. The image is what she showed below.

I, for the life of me, can't figure out how to get my status code to look like that? Can anyone help?

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Comments

  • Karen Diener
    Karen Diener
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    That was a great webinar! I am pretty sure it was first presented in July 2021, so not that old. I wish Blackbaud would be more transparent about that - it makes a big difference!!

    You would need to add those table entries in database view. Go to Configuration | Tables and then find the table Proposal Status which is the opportunity or - grant - status in this case. Prospect Status is the other table that you may need to update.

    Hope that is helpful!

    Karen

  • Madeleine Holdsworth
    Madeleine Holdsworth
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 Name Dropper

    I would add to make this a bit clearer that you just simply add ---Grants--- and ---Major Giving--- as new table entries. Then you do have to sort the list manually using the up/down arrow to categorize the values. We've done that to categorize our Action Note Types as well to group for Grant actions vs Major Giving actions. I've also done this to organize the hellish table known as Addressee/Salutations…it really helps (I categorize by Prim Addressee, Sal, Couple Addressee, Couple Sal, etc.

  • Sue Violi
    Sue Violi
    Fourth Anniversary Participant Facilitator 1

    Thanks for the clarification! For some reason, I was convinced there was some way to combine two separate tables into one….I'm still a newbie!

  • Sue Violi
    Sue Violi
    Fourth Anniversary Participant Facilitator 1

    I agree that it was a great webinar - I'm always interested in learning how to better utilize all of the great options!

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge 2025 bbcon Attendee Badge

    You can combine 2 table entries into one using the Table Cleanup function. Don't know of any way to combine 2 tables.

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