Batches for Model Scores

You can use batches to link model scores and projects with the Model Scores and Ratings Batch and Model Scores and Ratings Update Batch template.

From Constituents, click Batch entry under Maintenance. On the Batch Entry page, click Add. The Add a batch screen appears. In the Batch template field, select Model Scores and Ratings Batch or Model Scores and Ratings Update Batch. Click Field optionsand associate the batch with a model score under Available field options. Use the arrow icons to add fields to your batch.

Note: By default, scores are -1 in batches. You can update model scores to any value between 0-1000. You cannot change a score back to -1 after setting the score field to a value in that range.

For more information on Batch Entry, see Model Score Updates through Batch Entry, and the Batch and Import Guide.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Model Scores and Ratings > Batch Entry