Prerequisites for Prospects

Before you set up Contributor Relations to manage prospects, consider the following questions:

• How are setIDs, record groups, and business units set up at your institution?

  Define the donor appreciation items by setID.

• Do your business rules specify that a contact report is required for each completed action?

  Specify this option on the CR Installation page.

• Which elements do you want to include in standard biographic (bio bit and bio brief) reports?

  Review the standard bio bit and bio brief reports to determine which elements to set up as standard for each report. Each user can define custom bio bit and bio brief reports in addition to the standard reports that you format for your operations as a whole.

• How do you plan to assign resources?

  Set up parameters for resource assignments using the CR Installation page.