Delete old wealth screen data - is the info expired / outdated ?

Molly Pfeffer
Molly Pfeffer
Eighth Anniversary Participant Blackbaud Certified
in Blackbaud Raiser's Edge NXT®: General Discussions
Hi All! Trying to clean up the Ratings tab on my records and we have a bunch of one-time imported wealth/capacity data from a purchased screen from 2013. Do you think it's about time I delete that data from the records? I'd export and save the file of course as backup.

My problem really, is that I don't want the 2013 data at all to show up in NXT (I don't care it's in RE because the gift officers don't use RE)


Thanks in advance!

Comments

  • Dan Snyder
    Dan Snyder Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge - Chat for Blackbaud AI Task 3 bbcon 2025 Attendee Badge
    Molly Pfeffer‍ if it was a one-time screening and you do not have other ratings with the same category, you can select to not have those ratings show in NXT. There is a gear icon in the upper right of the ratings tile where you can select what ratings to show and even the order. We have a custom internal rating (A-G) that I have made the top one for all records so gift officers (who also do not use database view) can find the information quickly.
  • Dariel Dixon
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management
    I'm not sure if that wealth data is very helpful. It's been almost a decade, and I wouldn't imagine that the data is accurate. I'd consider deleting it, just for clarity sake. It's probably time to consider doing another wealth screening.
  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    @Molly Pfeffer discussion moved to Raiser's Edge NXT community. Thanks!

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