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:

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

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

Designation Donors

Bio-Bit Report - Person

Campaign Progress

Bio-Bit Report - Person

Role Assignments

Bio-Bit Report - Person