Analyzing Prospect Information
PeopleSoft Contributor Relations provides a number of pages that outreach officers can use to analyze prospect information. PeopleSoft Outreach offers a menu structure that gathers and delivers an assortment of pages that facilitate an outreach officer's responsibilities. The links within these pages lead to either a run control page for a report or an inquiry page of summarized prospect information. These pages are not limited to the My Prospects workset and can be accessed for any constituent in the system.
This menu contains submenu links to personal information, organizational information, prospect lists and worksets, stewardship details, and PeopleSoft Contributor Relations reports. The following table summarizes these menu paths and lists all prospect analysis information pages that PeopleSoft Outreach delivers:
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Menu Navigation |
Prospect Information Page |
|---|---|
|
Self Service, Outreach, View Person Information, Constituent Information |
Person Profile |
|
Involvement Summary |
Person Profile |
|
Membership History |
Person Profile |
|
Audience History |
Person Profile |
|
Event History |
Person Profile |
|
Volunteer History |
Person Profile |
|
Relationship Summary |
Person Profile |
|
Communication Summary |
Person Profile |
|
Comment Summary |
Person Profile |
|
Checklist Summary |
Person Profile |
|
Self Service, Outreach, View Person Information, Prospect Information |
Strategy Summary |
|
Clearance Summary |
Strategy Summary |
|
Personal Assets |
Strategy Summary |
|
Ratings Summary |
Strategy Summary |
|
Philanthropic Interests |
Strategy Summary |
|
Donor Appreciation Summary |
Strategy Summary |
|
Planned Giving Profile |
Strategy Summary |
|
Action Summary |
Strategy Summary |
|
Contact Report Summary |
Strategy Summary |
|
Prospect Assignments |
Strategy Summary |
|
Self Service, Outreach, View Person Information, Giving Information |
Giving Profile |
|
Commitment Summary |
Giving Profile |
|
Commitment Register |
Giving Profile |
|
Transaction Register |
Giving Profile |
|
Giving Club Progress |
Giving Profile |
|
Open Pledge Register |
Giving Profile |
|
Self Service, Outreach, View Organization Information, Constituent Information - Org |
Organization Profile |
|
Relationship Summary |
Organization Profile |
|
Involvement Summary |
Organization Profile |
|
Membership History |
Organization Profile |
|
Employee List |
Organization Profile |
|
Audience History |
Organization Profile |
|
Communication Summary |
Organization Profile |
|
Comment Summary |
Organization Profile |
|
Checklist Summary |
Organization Profile |
|
Self Service, Outreach, View Organization Information, Prospect Information - Org |
Strategy Summary |
|
Action Summary |
Strategy Summary |
|
Contact Report Summary |
Strategy Summary |
|
Clearance Summary |
Strategy Summary |
|
Ratings Summary |
Strategy Summary |
|
Philanthropic Interests |
Strategy Summary |
|
Donor Appreciation Summary |
Strategy Summary |
|
Prospect Assignments |
Strategy Summary |
|
Self Service, Outreach, View Organization Information, Giving Information - Org |
Giving Profile |
|
Commitment Summary |
Giving Profile |
|
Commitment Register |
Giving Profile |
|
Transaction Register |
Giving Profile |
|
Open Pledge Register |
Giving Profile |
|
Matching Gifts |
Giving Profile |
|
Giving Club Progress |
Giving Profile |
|
Self Service, Outreach, View Lists |
Person Profile |
|
Campaign Prospects |
Person Profile |
|
Top Donors |
Person Profile |
|
Giving Club Membership |
Person Profile |
|
Involvement Roster |
Person Profile |
|
Profile Compare |
Person Profile |
|
Self Service, Outreach, View Reference Information |
Campaigns |
|
Giving Clubs |
Campaigns |
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Designations |
Campaigns |
|
Self Service, Outreach, CR Reports |
Bio-Bit Report - Person |
|
Bio-Bit Report - Organization |
Bio-Bit Report - Person |
|
Bio-Bit Report - Workset |
Bio-Bit Report - Person |
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Designation Donors |
Bio-Bit Report - Person |
|
Campaign Progress |
Bio-Bit Report - Person |
|
Role Assignments |
Bio-Bit Report - Person |