The CRM Wealth and Ratings area bears a strong resemblance to WealthPoint. This area is divided into subtabs
Wealth Summary
This is a summary dashboard pulling data from all the other tabs. You can create a system generated rating that takes percentages of wealth and financial indicators that are entered in this area to derive a rating.
Model Scores and Ratings
Ratings and other Model Scores converted here from RE.
- Ratings in CRM are attributes, so the fields available are a little different
- to add a new rating, first create a new attribute with record type “Model Score and Ratings”, then if code based you can use the attribute category and manage the code table with other code tables
- If you add new ratings or model scores, but sure to review the rankings on the Manage Model Scores and Ratings tab so that the primary rating smart field builds appropriately
- Conversion Notes:
- We tweaked the name of the rating slightly to make it more readable; if the RE Rating Category was less than 5 characters (in other words, was a code) we used the RE Rating Source as the CRM Rating Name, otherwise we used the RE Rating Category for the CRM Rating Name
Assets
Presents summary and detail on various types of assets for this constituent. This information can be pulled in from other sources like WealthPoint, and would then need to be confirmed by research staff.
Data from the RE Prospect/Financial Info tab converted here and was broken out by area whenever possible. (Conversion note – all affiliates except for BWH moved data to political)
Giving
Shows giving to political and philanthropic areas. . This information can be pulled in from other sources like WealthPoint, and would then need to be confirmed by research staff.
Data from the RE Prospect/Gifts to Other Organizations tab converted here. Political giving was moved to Political from Philanthropic for all affiliates except BWH
Affiliations
Displays possible and confirmed affiliates for this constituent from WealthPoint.
No data converted here from RE.
Biographical Information
Display biographic data for this constituent from WealthPoint.
No data converted here from RE
Social Summary
Displays possible and confirm social media “handles” for this constituent.
No data converted here from RE