Globally delete prospect information

Currently it is only possible to globally delete Prospect Ratings from the Prospect tab on the RE constituent record. We would like the ability to delete other categories, for example Financial Information.  This would enable us to remove outdated items and render the data on the Prospect tab more useful.

  • Margi Baker
  • Jun 20 2016
Constituent record
  • Attach files
  • steve townsend commented
    07 Mar 11:13

    I can see this is an old suggestion but we are working on deleting old, unnecessary information in order to keep to UK data protection legislation. I have successfully deleted financial info using export/import but some of our constituents have up to 34 gifts to other organisations in their record and the amount of work it would take to delete them is unmanageable.

    Attachments Open full size
  • Guest commented
    July 06, 2016 20:18

    With no way to globally delete Financial information or Gifts to other organizations on the prospect tab, data clean-up is very laborious. 

    Attachments Open full size

Related ideas