Being able to export prospect rating information based on the category not just the source
We should not be limited to exporting prospect rating information only by the source. We need to be able to select rating information to be exported based on the category as well. This would allow us to get the WealthPoint MG Capacity information exported without have to export unneeded information such as Wealth Point Estimated Wealth.
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Anne Boudreau
- Oct 31 2014
Related ideas
Following up from my previous comment. I just tried to do this in NXT and it does work.
I just chatted with Blackbaud about this to be able to pull in the category field, pull-down table, into an Export and was told it isn't an option. This is a very big problem that seems to be an ongoing issue for many years now when looking through this IdeaBank. I can't understand why they would make a field - a pull-down table and not allow you to filter on it. Blackbaud suggestion around this was to go to NXT and do a constituent list and filter on category...will see if this works and I will report back here.
Can we please get these votes all merged? There are multiple ideas posted all about this same issue. We need thesae votes combined so we can get this idea a reality. This is a big problem and forces us to store our ratings elsewhere just so we can do this.
I can't believe this isn't possible already. It makes using Blackbaud ratings in exports a nightmare. Please fix this ASAP.
Are there any plans to do this? It is a great idea and something we have to deal with on a daily basis.
Excellent idea. Being restricted to Source only is very limiting.
Exporting of prospect information needs to be much more useful and flexible, as there are many ways we want to group this information and report out on it. Please please improve the design of exporting of prospect related information!
Excellent idea. We should be able to export also based on rating category.
Why is this not already a thing! I am having an awful time using Prospect in export because it doesn't allow me to drill down deeper and only select the proposals and ratings I want.