Research Lists have been enhanced with two new features: new columns available in the list builder and more information on the secondary display for any particular row.
First, the new columns offer a lot of useful CRM data, including these smart fields:
- Primary Rating
- Primary Rating Type
- Last Gift Amount and Date
- Largest Commitment Amount
- Total Commitments
- Total Commitments Count – this is a new smart field showing the number of gifts included in the Total Commitments Smart field.
Some other new columns:
- Last Gift Designation(s). This column actually shows the Lookup ID, but you can “hover” over the field to get the public name.
- Total Visits, Last Visit Date, Next Visit Date. These are the same calculations that appear on the Constituent Patient Summary Tab.
- Spouse Age. Only for spouses that are not deceased.
Remember, in a list builder, add new columns by clicking on 
and then checking the fields you’d like to see.
Second, a secondary display (what you see when you click on the carat for any particular row) now includes the most recent Notes with these note types: Research Profile: Assets, Research Profile: Business Affiliation, Research Profile: Gifts to Other Institutions, Research Profile: Miscellaneous Notes. (Where there is no note, you’ll just see the label.)
Good to Know!
- The spouse column now shows [DECEASED] next to the spouse name if the spouse is deceased (instead of just leaving the column empty).
- The Prospect Manager column also reflects the Associated Prospect Manager