Prospect Research on Member Search

Jayme Klein
Jayme Klein
Sixth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Altru® General Discussions

Hi,

Is there a way to add prospect research as a role filter on the member search?

Comments

  • Chris Nungesser
    Chris Nungesser
    Fifth Anniversary Kudos 3 Name Dropper Participant

    What system are using? Are you in RE or Altru (or something else)?

  • Jayme Klein
    Jayme Klein
    Sixth Anniversary Kudos 1 Name Dropper Participant

    Hi Chris,

    I meant here in the community, not on a BB system.

  • Chris Nungesser
    Chris Nungesser
    Fifth Anniversary Kudos 3 Name Dropper Participant

    Oh! That makes sense. I think you'll want to run that by @Crystal Bruce, @Elizabeth Perron, and @Ray Bergman. They might be able to help.

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    Jayme Klein:

    Hi,

    Is there a way to add prospect research as a role filter on the member search?

    Hiya! We have that mapped under “Fundraising.” :-)

  • Jayme Klein
    Jayme Klein
    Sixth Anniversary Kudos 1 Name Dropper Participant

    Crystal Bruce:

    Jayme Klein:

    Hi,

    Is there a way to add prospect research as a role filter on the member search?

    Hiya! We have that mapped under “Fundraising.” :-)

    Thanks Crystal. I would not have thought to look there for it.

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