We are a group of users of Blackbaud products and are not affiliated with Blackbaud. We'd love to have you join our community to help and be helped in getting the most from your Blackbaud software.
Register now to join us to get independant advice on your system, connect with 3rd party consultants to help you maximize your database and have a real alternative to the official Blackbaud website.
We just did our first wealth scoring, and we don't have the Prospect module. I want to record the date that I did the scoring on each constituent record, and I'm trying to decide the best place to do that. How do others do it? As an action? attribute? Someplace else?
Thanks!
__________________ Karen Warr
Development Associate
LifeWorks NW
Portland, Oregon
karenw AT lifeworksnw DOT org
I would use the date field right there on the same attribute.
That's what we did here.
__________________ Sarah Hull
Renegade Researcher
Somewhere in New Jersey
"Isn't life wonderful, Brain? Just think, we started out as lab mice forced to spend the whole day working our way through frustrating mazes that went absolutely nowhere. Now we get to do what humans do!" -Pinky
Constituent Attributes seems like a good place to store it, yet I think I would still add a separate Action to each constituent stating that a wealth scoring was done. This way, you can easily run a query of everyone who had a scoring done in such and such a date range. In the future, if you choose to write over the scores you just acquired, you will always have the history of this scoring in an Action.
__________________ Brian A. Zive
Information Systems Manager
Massachusetts General Hospital
Development Office
I can see why you would want to do that but why not just make it an attribute where you are allowed to have more than one so when you re-screen you enter that new code in a new attribute. You then can see who was screened based on that date and you still have the historical info.
Linear Mode
