The Prospect Lookup is used to search for a prospect or a group of related prospects.
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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Name |
The name of the prospect you wish to look up. |
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Active |
This field indicates whether the prospect that you wish to look up is active or not. Hard-coded values include Active, Inactive, and ALL. |
|
Prospect |
This field indicates whether the prospect that you wish to look up is a major prospect or not. Hard-coded values include Major Prospect, Other, and ALL. |
|
Primary Entity |
This field indicates whether the prospect is the primary entity. Hard-coded values include Primary Entity and Not Primary Entity. |
|
Type |
The type of prospect you wish to look up. Values in this drop-down list are validated against the tms_prospect_type table (TC). |
|
Plan Giving |
This field indicates whether the prospect that you wish to look up is currently flagged as a planned giving prospect or not. Hard-coded values include Plan Giving, Other, and ALL. |
|
Start |
The start date for the prospect you wish to look up. |
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Stop |
The stop date for the prospect you wish to look up. |
|
Stage |
The stage of the prospect you wish to look up. Values in this drop-down list are validated against the tms_stage table (TX). |
|
Group |
The code that identifies the group affiliation within the institution for the prospect that you wish to look up. Values in this drop-down list are validated against the tms_prospect_group table (S2). |
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Classification |
The classification for the prospect you wish to look up. Values in this drop-down list are validated against the tms_classification table (TF). |
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Major Prosp.
|
The code further identifies the major prospect that you wish to look up. Values in this drop-down list are validated against the tms_major_prospect table (S4). |
|
Rating |
The rating of the prospect you wish to look up. Values in this drop-down list are validated against the tms_rating table (TE). |
|
Rating Status |
The status of the rating of the prospect you wish to look up. Values in this drop-down list are validated against the tms_rating_status table (S3). |
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Result |
The result of the solicitation of the prospect you wish to look up. Values in this drop-down list are validated against the tms_contact_result table (S6). |
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Solic Priority |
The priority assigned to the solicitation of the prospect you wish to look up. Values in this drop-down list are validated against the tms_solicitation_priority table (TY). |
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Expectation |
The dollar amount you expect the prospect will give. |
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Expected Date |
The date on which you expect the prospect will give. |
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Result Amt. |
The result amount of the pledge or letter of intent resulting from the ask for the prospect you wish to look up. |
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Result Date |
The date of the pledge or letter of intent resulting from the ask for the prospect you wish to look up. |
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Campaign |
The campaign for which the prospect you wish to look up will be cultivated or solicited. Values in this drop-down list are validated against the tms_campaign table (CX). |
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Affiliation |
The affiliation of the prospect you wish to look up. Values in this drop-down list are validated against the tms_prospect_affiliation table (S5). |
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Committee |
The committee of the prospect you wish to look up. Values in this drop-down list are validated against the tms_prospect_committee table (SD). |
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Region |
The code that describes the region of the prospect you wish to look up. Values in this drop-down list are validated against the tms_prospect_region table (SA). |
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Team |
The code used to describe the team of the prospect you wish to look up. Values in this drop-down list are validated against the tms_prospect_team table (SO). |
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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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Comment |
A comment on the prospect you wish to look up. |