Available Now! Security For Wealth & Ratings Filters In Constituent Lists

In a constituent list, you can use Wealth & ratings filters to include records based ratings your organization uses, including:

• Custom ratings to track details such as affinity, social media activity, or wealth characteristics from ResearchPoint or Marts & Lundy
• In the United States and Canada, wealth ratings and online ask amount ranges from Target Analytics
• With Wealth Analytics, additional suggested donor types and next ask amounts from Target Analytics

To help protect this sensitive constituent information, your organization can now secure who can access these filters and the related Rating columns in constituent lists. If you had a saved list that uses the Wealth & ratings filters but don't have the proper security, you'll now encounter a permissions error when you open that list. Admins! To ensure everyone who should have access to the Wealth & ratings filters continue to do so, check their security groups in the database view. To enable someone to use these filters and the Rating columns, their security group will need at least View rights for the Ratings permission under Constituents Privileges in Admin, Security.


For more information about these filters, see the Wealth and Ratings Filters Help.