Create Customized Ratings

To create your own ratings system, you must first add “Model Scores and Ratings” attribute categories. This is done through the Attribute Categories feature available in Administration. Once the categories are in place, you can enter the attribute category, say “Major Gift”, on the constituent record and then assign a rating value, letting your users know what the chances are for your organization to win a Major Gift from the constituent. If you imported the WealthPoint system into the application, you can also edit the default entries, to better meet your specific needs.

  1. Select Administration.

  2. Under Data on the Administration page, select Attribute categories. The Attribute Categories page appears.

  3. Select Add. The Add attribute category screen appears.

  4. Enter a Name for your new attribute category.

  5. In the Record type field, select Model Scores and Ratings.

  6. Select a Data type. For example, if you use numbers to rate data, select Number.

  7. To further define attribute categories, you can create attribute groups and assign the category to a group. For example, you can create an attribute group called "Outside Interests" that includes attribute categories of Athletics and Arts.

  8. To limit the attribute category to one per record, select the Allow only one per record checkbox. If you select the checkbox and a user tries to use the category multiple times on a record, an error message explains the restriction.

    9. Note: For detailed instructions about working in Attribute Categories, see the Attribute Categories chapter in the Administration Guide.

  9. Select Save to save the new attribute category and return to the Attribute Categories page.

  10. The new category appears as an option on the Add model scores and ratings attribute screen in the Scores & ratings feature included on a prospect's Wealth Summary tab.