What's New

You can now manage supported queries in web view to search for records that meet certain criteria. To access the list of queries, go to Analysis, Query.

For more information, see Query.

To combine records from two queries into a third static query, you can now merge queries in web view.

Note: Queries must have the same query type to merge them.

From Query, select New merge query. Select a primary and secondary query to merge and choose merge operators to determine how to combine them. For more information, see Merge Operators.

To support building a qualified prospect pool and to make managing the volume of prospects that used to appear in the Smaller predicted gifts list easier, Prospect Insights Pro added four new lists. Three of the new lists include candidates that used to appear in the Smaller predicted gifts list. Now, they appear in one of the new lists, based on recommended actions. The fourth list is entirely new and includes secondary prospects to qualify. The new lists are:

• Low likelihood prospects to review and engage — use this list to identify prospects that need to have their engagement plans reconsidered.

• Smaller predicted gift prospect to downgrade — use this list to identify prospects suitable for a mid-level giving program.

• Smaller predicted gift prospects to remove from portfolio — check this list for prospects to remove from major gift officers' portfolios.

• Secondary prospects to qualify — review this list for prospects to qualify and re-engage to increase their likelihood to give a gift.

Note: The Low likelihood prospects to review and engage, Smaller predicted gift prospect to downgrade and Smaller predicted gift prospects to remove from portfolio lists supersede the Smaller predicted gift list.

For more information on Prospect Insights Pro lists including descriptions, usage, and access locations, see Prospect Insights Pro lists.