The Special Handling Lookup is used to search for preferences about how an entity should be contacted for solicitations, mailings, invitations, and/or volunteer recruitment. For example, use this lookup to search for all entities that have a particular special handling type, all entities that have a particular special handling group or all entities that have a particular special handling status.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Data Fields:
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Type |
The special handling type that you wish to look up. Values in this drop-down list are validated against the tms_handling_type table (ZQ). |
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Group |
The prospect group value 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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Program |
The prospect program value you wish to look up. Values in this drop-down list are validated against the tms_program table (TB). |
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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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Status |
The special handling status value that you wish to look up. This should contain the status of this special handling row. Values in this drop-down list are validated against the tms_handling_status table (ZT). |
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Reason |
The special handling reason code that you wish to look up. This may indicate the reason for this special handling row to exist (i.e. written request from donor, development officer specification, etc.) Values in this drop-down list are validated against the tms_reason table (ZL). |
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Initiator ID |
This is the ID number (and name) of the volunteer or staff member who requested the special handling row that you wish to look up. Values in this drop-down list are validated against the Staff database table. |
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Lifted by ID |
The ID number (and name) of the staff member who lifted the special handling row that you wish to look up. |
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Life Type |
The type of "lift" that you wish to look up. A "lift" is the removing of a special handling row. An example of this might be "Automatic 30 day lift", "Manual lift", etc. Values in this drop-down list are validated against the tms_lift_type table (ZP). |
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Lift On |
The date on which the special handling row that you wish to look up should be lifted. |
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Reason Lifted |
A description of why this special handling row was lifted for the entity that you wish to look up. |
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Description |
Comment on this special handling row for the entity that you wish to look up. |
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Data Src |
This field indicates the source from which the special handling information you wish to look up originated. Values in this drop-down list are validated against the tms_data_source table (YI). |