Hello!
I was curious how other organizations track how long their prospects have been disqualified. Currently, when we have a major gift prospect who has been disqualified we put a "MGDQ" attribute on their record. Our team would like to be able to readmit them back into our prospect pool after 10 years, but I don't know if there is an efficient way to do this.
Does anyone have a process they're willing to share?
Thanks in advance,
Sheriece
Ooooh, that's an interesting question! Are you using Plans and Steps for these folks? My immediate thought is to create a step type of "Disqualified" and adding that to their plan as a step when they're disqualified. Then you could have a monthly scheduled report of the Step Detail report showing anyone with that step type within the date range of that month ten years ago (so if I were to pull it today it would look for anyone with a Disqualified Step added between 6/1/13 and 6/30/13). Just off the top of my head (and would require going back to those folks and adding in those steps).
You may want to also post in the Fundraising & Development forum as some folks there may have other thoughts.
Hi Colleen!
I don't know why we didn't think of this before! We already do so much with plans and steps, this would be a great place for this to live!
Thanks for the help!