The Prospect Assignments tab displays all of the officer's current prospect assignments by Entity ID. You can filter this report using the radio buttons at the top of the page by include Primary relationship assignments, Non-Primary (i.e. any other assignment type), or All assignment types. You can also sort by any of the columns by clicking on the title in the header row. You can also click on the Entity ID link to view the Relationship Profile.
From this view, additional fields can be added to the list by using the Add Columns button at the upper right of the view that contains the plus sign. The available fields are grouped in to categories on the left hand column. You can click each category to expand the selection, then put a check mark next to each of the fields you would like to add to the view. If you have a question about a specific field, hovering over it with your mouse will produce a pop-up box with a definition. Your selected fields will display on the list to the right. Here, you can drag items up or down to change the display order, or click the red X to remove them from this list. Once complete, click Submit, and your fields will be add to your Prospect Assignments view.
Finally, you can export the list by clicking on the Export Options: CSV option at the bottom of the screen. This will create a Comma Separated Values(CSV) file that you can view in Microsoft Excel.
Default View Definitions:
- Entity ID: The unique id of the relationship.
- Prospect ID: The unique id of the prospect record that is associated to the entity record and the selected officer.
- Full Name: The full name of the entity record.
- Home Phone: The home phone number of the entity record.
- Home State: The home state of the entity record.
- MG EVI: Major Giving EVI (MG EVI) is a rank score for all entity records based on a custom predictive model for your institution. These scores range from 1 to 99, with 99 being the best and 1 being the worst.
- Assignment Type: The type of assignment relationship the officer has to the prospect record.
- Prospect Stage: The stage the prospect record is currently in.
- Prospect Rating: This is your internal prospect rating level.
- Days Since Last Contact: This is the number of days since the officer last contacted the entity record by any kind of contact type.
- Proposal Status: This field displays the proposal status of a related active proposal.