The Prospect Assignments 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. From this view additional fields can be added to the list by using the Add Fields button at the upper right of the view that contains the plus sign. You can also click on the Entity ID link to view the Relationship Profile.
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 