The Prospect Tracking Summary displays a concise snapshot of summary data for a prospect and acts as an entryway into all other areas of the prospect tracking record.
The expanded Entity Attribute Page Tree lists the types of entity attributes and the number of records that exist in each category for this entity. Entity attributes include Assignments, Contact Reports, Contacts, Demographic Profile, Evaluations, Interests, Notes, Philanthropic Affinity, Philanthropic Interest, Stewardship, Tasks, and Wealth and Assets.
The Prospect information area displays links to numerous summary views of the supporting data associated with the prospect tracking record. For more information, see Working with Prospect information.
To display a Prospect Tracking Summary:
Click Go To.
Scroll through the list and single-click the Prospect Tracking Summary application (application ID 1120).
In the 'Open with ID' field, type the entity's ID number.
Click GO to initiate the search.
After the search has located the entities that meet the requested search criteria, from the Entity Lookup List, highlight the row that contains the correct entity name and click on the entity name.
On the Page Tree, click Prospect Tracking and the Prospect Tracking Summary will appear.
Note: If you want to search for an entity by name, click Lookups on the Page Tree, type the name of the entity in the fields provided and click "Search." Fill in any of the other fields on either of the Lookup pages identified above to narrow your search. Additionally, you can invoke the name lookup by placing your cursor in the 'Open with ID' field and pressing the "Ctrl + F2" key combination.