Viewing a Household's Capability and Inclination Scores in Household360™

Capability and inclination scores are an important tool used by fund development managers and major gift officers to identify potential donor prospects. 

 

Many organizations purchase this data from third-party companies and upload the data. It is most likely that purchased data would be at the individual customer level, but as of 7.4.2, organizations can now track this kind of data at the household level. To track capability and inclination information at the household level, the household constituent record will be used.

Note.pngThe information on this screen is read-only. You can manually add a capability/inclination score to a constituent's record from Donor360®. For more information, please see Adding Capability/Inclination Scores.

To view household members' capability and inclination scores in Household360:

1.    From the Fundraising Information task category in Household360, click Capability and Inclination Scores.
The Capability Score History screen displays capability and inclination scores of household members, as shown below.
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2.    Click the Main Page link to return to the overview page, as shown below.
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