Include higher wealth rage beyond 10MM+ to Estimated Wealth menu of: $10,000,001.00 - $25,000,000.00 $25,000,001.00 - $50,000,000.00, $50,000,001.00 - $100,000,000.00, and $100,000,001.00+
10MM+ level categories are more and more becoming common constituency groups. This additional feature will allow further segmentation of high net worth individuals beyond the 10MM level.
Sample of issue: In the case where the Estimated Wealth Rating - WP description shows $10,000,001.00 and up, the corresponding Estimated Wealth Rating Value - WP description shows a value of $26,176,028.00. In cases like this, I currently query and manually update the description to read: $25,000,001.00 - $50,000,000.00.
Guest
Agree - we increased the Major Giving Capacity ranges in our Q1 release but could definitely do the same for Estimated Wealth
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Sample of issue: In the case where the Estimated Wealth Rating - WP description shows $10,000,001.00 and up, the corresponding Estimated Wealth Rating Value - WP description shows a value of $26,176,028.00. In cases like this, I currently query and manually update the description to read: $25,000,001.00 - $50,000,000.00.
Attachments Open full size