The Proposal Lookup is used to search for proposal information, including planned gifts for a prospect or program prospect under active cultivation and solicitation.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Note: If you are performing a template lookup, some of the fields described below may not appear on the form.
Data Fields:
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Type |
The type of proposal you wish to look up. Values in this drop-down list are validated against the tms_proposal_type table (TN). |
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Stage |
The stage of the proposal you wish to look up. Values in this drop-down list are validated against the tms_proposal_stage table (ZW). |
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Status |
The status of the proposal you wish to look up. Values in this drop-down list are validated against the tms_proposal_status table (DG). |
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Submit Type |
The type of additional attribute that further qualifies the proposal type you wish to look up. Values in this drop-down list are validated against the tms_proposal_submit_type table (EB). |
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Active |
This field indicates whether the proposal that you wish to look up is active or not. Hard-coded values include Active, Inactive, and ALL. |
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Planned Gift |
This field indicates whether the proposal that you wish to look up is a planned gift or not. Hard-coded values include Planned Gift, Other, and ALL. |
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Funding Type |
Describes the way the proposal you wish to look up will be funded. Values in this drop-down list are validated against the tms_funding_type table (TR). |
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Campaign |
The campaign in in the proposal you wish to look up. Values in this drop-down list are validated against the tms_campaign table (CX). |
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Unit |
This code is used to identify the school or unit. Values in this drop-down list are validated against tms_unit_code (UU). |
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Title |
The title of the proposal you wish to look up. |
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Description |
The description of the proposal you wish to look up. |
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Start |
The start date of the proposal you wish to look up. |
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Stop |
The stop date of the proposal you wish to look up. |
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Granted |
The amount of the proposal you wish to look up. |
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Ask |
The actual ask amount of the proposal you wish to look up. |
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Original Ask |
The original ask amount of the proposal you wish to look up. |
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Init Contrib. |
The expected initial contribution amount of the proposal you wish to look up. |
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Initial Date |
The expected initial date of the initial contribution of the proposal you wish to look up. |
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Anticipated |
The anticipated amount as a result of the proposal you wish to look up. |