Managing Prospects Using PeopleSoft Fluid User Interface
This topic discusses how to manage constituent and prospect information through PeopleSoft Fluid User Interface.
The search pages used in these Fluid interfaces are populated only with members of the My Prospects workset. For information about the search criteria, see Selecting a Prospect Name.
|
Page/Tile Name |
Definition Name |
Usage |
|---|---|---|
|
Donor Prospects Tile |
AV_OUTR_SRCH_S_FL |
Access the Profile, Prospect Actions, and Prospect Strategies pages. |
|
Profile Page |
AV_PRSN_PROFILE_FL |
View basic information about the prospect. |
|
Prospect Actions Page |
AV_OUTR_ACTN_LI_FL |
View all current (incomplete) actions, as well as add or delete an action. |
|
Prospect Strategies Page |
AV_OUTR_STRT_LI_FL |
View, add, delete strategies. |
|
Person Profile Page |
AV_PRSN_PROFILE |
Click to access the classic Person Profile page. |
|
Element |
Definition |
|---|---|
|
Click to access a list of related actions. |
|
Click to access a list of pages on the left panel. |
Use the Profile page to view information about constituents and prospects.
To access the Profile page:
Click the Donor Prospects tile.
In Prospect Search, select a prospect by initiating a search.
In the search results, do one of the following:
Select a prospect’s name.
Click the Related Actions icon, then select Profiles.
The prospect’s Profile page appears. From the Profile page you can view the prospect’s constituent, donor, or prospect profile.
Use the Prospect Actions page to:
View all current scheduled actions.
Edit all current scheduled actions.
Add an action for the prospect.
To access the Action page, search for a prospect then do one of the following:
Select a prospect’s name.
From a smartphone, click the left panel icon then select Prospect Actions.
From a desktop or laptop, select Prospect Actions from the left panel.
Select an action.
Click the Related Actions icon next to the prospect’s name, then select Prospect Actions.
The Action page appears. From the Action page, you can view more information about the action, update action details, or delete an action.
Note: You cannot delete actions with related attributes. To delete an action, you must remove the related attributes.
Use the Prospect Strategies page to:
View all strategies that exist for the prospect.
Edit existing strategies.
Add a strategy for the prospect.
To access the Strategy page, search for a prospect then do one of the following:
Select a prospect’s name.
From a smartphone, click the left panel icon then select Prospect Actions.
From a desktop or laptop, select Prospect Strategies from the left panel.
Select a strategy.
Click the Related Actions icon next to the prospect’s name, then select Prospect Strategies.
The Strategy page appears. From the Strategy page, you can view more information about the strategy, update its status, add or delete initiatives, and link actions to the strategy.