Viewing a Prospect Profile

Contributor Relations provides a Prospect Profile page that presents a 360-degree view of a prospect's connections with your institution. The page contains a large amount of information as well as links to other pages in the system to enable you to find more detailed information. The data regions available on the page change, depending on whether the prospect is a person or an organization.

This section provides an overview of prospect profile views and discusses how to:

  • View a general prospect profile.

  • View prospect management details.

  • View prospect philanthropic interests.

Note: If prospect management security is active, the system may not display this page at all. Instead, the system displays messages in the Additional Information group box at the bottom of the Person Profile or Organization Profile page. These messages provide information about the amount and type of prospect information in the system, but reveal no details.

Each profile view contains several data regions with summary information. The table below lists each data region and the profile view that contains it:

Data Region

Profile View

Assigned Resources

Prospect Management

Clearances

Prospect Management

Strategies

Prospect Management

Recent Actions

Prospect Management

Next Actions

Prospect Management

Ratings

Prospect Management

Charitable Involvement

Philanthropic Interests

Designations Supported

Philanthropic Interests

Personal Assets

Prospect Management (people only)

Planned Giving

Philanthropic Interests (people only)

As you collapse and expand each profile view, the system populates the data regions within them.

Page Name

Definition Name

Navigation

Usage

Prospect Profile

AV_PROSPROF_P, AV_PROSPROF_E, AV_PROSPROF_W, AV_PROSPROF_WE

  • Contributor Relations > Constituent Information > Organizations > Organization Profile > Prospect Profile

  • Contributor Relations > Constituent Information > Workset > Workset Constituent Info > Organization Profile > Prospect Profile

  • Contributor Relations > Constituent Information > People > Person Profile > Prospect Profile

  • Self Service > Outreach > View Person Information > Constituent Information > Person Profile > Prospect Profile

View summary information about a prospect without having to navigate through the menus in the system.

Access the Prospect Profile page (Contributor Relations > Constituent Information > Organizations > Organization Profile > Prospect Profile). The default settings that determine what you see—which profile views expand, as well as the address, phone, and email views that appear—are defined on the Operator Defaults page.

Image: Prospect Profile page (1 of 3)

This example illustrates the fields and controls on the Prospect Profile page (1 of 3). You can find definitions for the fields and controls later on this page.

Prospect Profile page (1 of 3)

Common Fields

Some fields on this page are not dependent on which profile view is expanded. The system always displays the following information at the top of the page: constituent name, ID, constituent type, class year (for people), institution, spouse button (for people, if a spousal relationship exists), and 3Cs/Service Indicator buttons.

Field or Control

Definition

Constituent Type

Click to access the Constituent Type Summary page for a person. It lists all types assigned to a constituent.

Year

If academic information exists for the person in the system, the class year appears as a link. Click the link to access the Academic Information inquiry component.

If no class year exists but the system has academic information for the prospect, then None appears here as a link. Click the link to access the Academic Information inquiry component.

FERPA (Family Educational Rights and Privacy Act)

Click to access the FERPA display component for the person. It lists the prospect's personal data and specifies which information can be released.

Profile View

Select a profile view–Prospect Management or Philanthropic Interests–to expand it and populate its data regions. Click the arrow next to the region's name to manually expand or collapse data regions.

Printer Friendly Version

Click to access a read-only version of the page that expands all rows of all populated data regions. You can print this page using your browser's print functionality.

Note: Set narrow print margins for your printer.

Click the Return button to return to the Prospect Profile page.

Expand All and Collapse All

Click to either expand or collapse all data regions below.

Clearance Required

If this check box is selected, clearance is required before contacting the prospect. You set clearances on the Clearance page.

Prospect Manager

Displays the name of the prospect manager assigned to the constituent. Prospect managers are assigned on the Staff Assignment, Volunteer Assignment, and Unit Assignment pages.

If the prospect manager has an active email address on the Electronic Addresses page, the name appears as a link. Click the link to launch your email application and send a message to that person.

Additional Information

The system displays messages at the bottom of the page based on the following conditions:

Note: Where no data exists, the system hides the data region.

Data Region

Condition

Message

Assigned Resources

No data exists.

No resources are assigned to the constituent

Clearances

No data exists.

No current Clearances for this constituent

Strategies

No data exists.

No current Strategies for this constituent

Attachments

No attachments exist.

No prospect attachments on file

Recent Actions

No data exists.

No actions for this constituent have occurred in the last year

Next Actions

No data exists.

No future actions are scheduled for this constituent

Ratings

No data exists.

No Ratings information on file

Charitable Involvement

No data exists.

No Charitable Involvement information on file

Designations Supported

No data exists.

Constituent is not a donor

Personal Assets

No data exists.

No Personal Assets on file

Planned Giving

No data exists.

No Planned Giving information on file

Access the Prospect Profile page, Prospect Management view. The system does not display the Personal Assets section for organizations.

Image: Prospect Profile page (2 of 3)

This example illustrates the fields and controls on the Prospect Profile page (2 of 3). You can find definitions for the fields and controls later on this page.

Prospect Profile page (2 of 3)

For person records, the Personal Assets grid appears in the Prospect Management view.

This table lists the information sections in this view and the pages from which the system derives the information:

Information Section

Page

Assigned Resources

Prospect Assignments

Clearances

Clearance

Strategies

Strategy Summary

Recent Actions

Action Summary

Next Actions

Action Summary

Ratings

Ratings Summary

Personal Assets

Personal Assets

Assigned Resources

This group box displays current and future assignments.

Field or Control

Definition

Role

Click to access the Assignment Detail page.

Spouse

If this check box is selected, the prospect and spouse are linked and the same resources are assigned to them.

This check box appears only for prospects that are people.

Clearances

Field or Control

Definition

Detail

Click to access the Clearance page to view more details.

Strategies

Field or Control

Definition

Strategy Name

Click to access the Prospect Strategy Detail page.

Spouse Link

If this check box is selected, a linked strategy exists for a spouse in the system.

Linked Actions

Click to access the Strategy Linked Actions page.

Recent Actions

This group box displays actions completed within the last year.

Field or Control

Definition

Action Description

Click to access the Action Detail page.

Next Actions

This group box displays incomplete actions scheduled in the past year as well as those with a planned date greater than today's date.

Field or Control

Definition

Action Description

Click to access the Action Detail page.

Ratings

Field or Control

Definition

Rating Category

Click to access the Ratings Detail page to view more ratings information.

Personal Assets

This group box appears only for prospects that are people.

Field or Control

Definition

Description

Click to access the Personal Asset Detail page for the prospect.

Access the Prospect Profile page, Philanthropic Interests view. The system does not display the Planned Gifts section for organizations.

Image: Prospect Profile page (3 of 3)

This example illustrates the fields and controls on the Prospect Profile page (3 of 3). You can find definitions for the fields and controls later on this page.

Prospect Profile page (3 of 3)

This table lists the information sections in this view and the pages from which the system derives the information:

Information Section

Page

Charitable Involvement

Philanthropic Interests

Designations Supported

Philanthropic Interests

Planned Gifts

Planned Giving Summary

Charitable Involvement

This group box displays all details about any charitable activities, interests, affiliations, honors/awards, or other involvement for the prospect.

Designations Supported

This group box displays a sum of all gifts to a designation. This summary provides a picture of a prospect's giving trends.

Field or Control

Definition

Designation Name

Click to access the Account Details page for the designation.

Planned Gifts

This group box appears only for prospects that are people.

Field or Control

Definition

Planned Gift Name

Click to access the Bequest, Trust, Gift Annuity, or Pooled Income Fund Detail page for the prospect, depending on the type of planned gift that is selected.