Research List Criteria Fields

You can build Research Lists based on any combination of the following fields.

Biographical Category Fields

List View Column	Field Type	Note
Age	#
Any business	Text	From name of organization relationship
Any business city	Text	From address of organization relationship
Any business job title	Text	From title of organization relationship
Any business state	Text	From address of organization relationship
Any city	Text	From contact address
Any state	Checkbox	From contact address
Any ZIP	Text	From contact address
Constituency	Checkbox	Constituencies are set up in Administration on a code table.
Date added to system	Date
First name	Text
Last name	Text
Primary business	Text
Primary business city	Text
Primary business job title	Text
Primary business state	Checkbox
Primary city	Text
Primary state	Checkbox
Primary ZIP	Text
Prospect manager	Text
RE last sync date	Date	Shows only if integrated with The Raiser's Edge.
RE linked?	Y/N	Shows only if integrated with The Raiser's Edge.
Spouse	Text

Education Category Fields

For criteria with a checkbox, you can edit the options that appear. From Administration, under Data, click Code tables.

List View Columns	Field Type	Notes
Any class of	#	Enter the full year.
Any college/school	Checkbox
Any degree	Checkbox
Any degree type	Checkbox
Any department	Checkbox
Any division	Checkbox
Any education institution	Checkbox
Any educational involvement	Checkbox
Any program	Checkbox
Any sub department	Checkbox
Primary class of	#	Enter the full year.
Primary college/school	Checkbox
Primary degree	Checkbox
Primary degree type	Checkbox
Primary department	Checkbox
Primary division	Checkbox
Primary educational institution	Checkbox
Primary educational involvement	Checkbox
Primary program	Checkbox
Primary sub department	Checkbox

Giving Category Fields

List View Column	Field Type	Notes
First gift	$
First gift date	Date
First gift designation	Text
First gift type	Text
Largest gift	$
Largest gift date	Date
Largest gift designation	Text
Largest gift type	Text
Latest gift	$
Latest gift date	Date
Latest gift designation	Text
Latest gift type	Text
Philanthropic gift category	Checkbox
Philanthropic gift confirmed	#
Philanthropic gift identified	#
Philanthropic gift location	Text
Philanthropic gift type	Text
Philanthropic giving gift year	#	Enter the full year.
Philanthropic giving high value	$
Philanthropic giving low value	$
Political donation gift amount	$
Political donation gift date	#
Political donations confirmed	$
Political donations identified	$
Total giving	$
Total number of gifts	#

Ratings Category Fields

List View Columns	Field Type	Notes
Annual giving likelihood	#
Annuity likelihood	#
Bequest likelihood	#
CRT likelihood	#
Major giving likelihood	#
Membership likelihood	#
Planned giving likelihood	#
Suggested membership level range	checkbox
Suggested membership level score	checkbox
Target gift range	checkbox
Target gift range score	checkbox

Wealth Category Fields

List View Columns	Field Type	Notes
Business company valuation	$
Business job title	Text
Business confirmed value	$
Business identified value	$
Estimated wealth value	$
Income/compensation confirmed value	$
Income/compensation identified value	$
Last screening date	Date
Major giving capacity value	$
Other assets confirmed value	$
Property city	Text
Property county	Text
Property state	Text
Property valuation	$
Property ZIP	#
Real Estate confirmed value	$
Real Estate identified value	$
Securities confirmed value	$
Securities identified value	$
Total assets confirmed value	$
Total assets identified value	$
Wealth indicators confirmed	#
Wealth indicators identified	#

Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the ResearchPoint help.

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