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, select 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 | # |