Custom Prospect
The Custom Prospect data table is used to maintain data that does not readily fit into any of the other, standard data tables. Some institutions have unique, or highly specialized data requirements, or perhaps a need to segregate highly sensitive information within a specialized table. The Custom Prospect table serves as a way to do so, within the Prospect area of the Profiles World.
For example, a donor research office might want to track additional giving interests or projects in which the constituent may have an interest. Your site might want to maintain additional information regarding the history of research measures that have been undertaken on behalf of this constituent.
The use of the Custom Prospect table is entirely at the discretion of the institution. In addition to the standard, system-generated, and system-use fields the table structure offers several data fields of each data type, including several that are driven by custom lookup tables. Therefore, your institution may define the use of any or all of those discretionary data fields in the Custom Prospect table for any use that you find beneficial to your data maintenance needs. Your institution may use the Custom Display Designer to add or remove data fields from the Data Display and Data Maintenance forms, as well as to create meaningful labels for each data field in use.
- You may create multiple rows in the Custom Prospect table for any constituent.
- The Custom Prospect data table can be renamed or removed by an Administrator (if not used) to better suit your organization's needs. See Table Options for more information.
- Millennium system administrators or the database administrator can configure audit logging for the Custom Prospect data table. For more information, see Audit Log.
Access the Display of Existing Custom Prospect
- Using Millennium Explorer, expand Profiles, expand Prospect and click Custom.
- Click Next Search and use the standard or Advanced Search function to locate the desired constituent. When the Search has been successful, the Custom Prospect data row(s) will be displayed.
Create a New Custom Prospect
- Using Millennium Explorer, expand Profiles, expand Prospect and click Custom.
- Click Next Search and use the standard or Advanced Search function to locate the desired constituent. When the Search has been successful, the Custom Prospect data row(s) will be displayed.
- Access a context menu by passing the mouse pointer over either the table name in the header or an edit button for any existing Custom Prospect data rows.
- Click Insert to access a blank insert form, or Insert via Default to access an insert form containing your current default definition for that table.
- Tab or mouse click to the individual text boxes on the form, entering the desired information, according to data type.
- When all information appears in the form as desired, click Insert to create the data row.
Edit an Existing Custom Prospect
- Using Millennium Explorer, expand Profiles, expand Prospect and click Custom.
- Click Next Search and use the standard or Advanced Search function to locate the desired constituent. When the Search has been successful, the Custom Prospect data row(s) will be displayed.
- If necessary, scroll to locate the display of the desired data row.
- Pass the mouse pointer over the pop up menu button to access a context menu. ClickUpdate/Delete to access an Update form, showing the existing data in the corresponding text boxes.
- Tab or mouse click to highlight the desired text box and make the changes according to the field's data type.
- When all information appears in the form as desired, click Update to make the changes.
Custom Prospect Field Descriptions
Custom Prospect data is stored in the customprospect data table. The following fields are included. The field labels and non-displaying designations that are listed here are those that the system uses by default. If you want to override these default settings, you must customize your display definition.
|
Field Name Field Label |
Lookup Table |
Type (SQL/Oracle) Length [Default] {Check} |
Description |
|---|---|---|---|
|
cprskey non-displaying |
none |
numeric/number 13, 0
|
The primary key field for all rows in all tables. This field holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (system field) |
|
cprsid non-displaying |
none |
numeric 10
|
This field holds the ID number of the constituent who owns this row, providing a link between this row and all others in all other tables which also belong to the same constituent. (system field) |
|
cprsdoc non-displaying |
none |
char 1 ['N']
|
This field holds a Y/N flag to indicate the existence of a linked document for this row. (system field) |
|
cprsdate no label |
none |
datetime/date
[getdate()]
|
The date that this row was last updated. This field is automatically entered by the system. (system field) |
|
cprsuserid no label |
none |
varchar/varchar2 30 [suser_sname()]
|
The User ID of the operator that last edited this row. It is automatically entered by the system. (system field) |
|
cprsugroup non-displaying |
none |
char 1 [' ']
|
This field holds the Group letter that was associated with the User ID of the operator who last edited this row. (system field) |
|
cprsmoney1 Money 1 |
none |
money/number (19,4)/(16,2)
|
This field may be used to hold any monetary data that you want to associate with this row. |
|
cprsmoney2 Money 2 |
none |
money/number (19,4)/(16,2)
|
This field may be used to hold any monetary data that you want to associate with this row. |
|
cprsmoney3 Money 3 |
none |
money/number (19,4)/(16,2)
|
This field may be used to hold any monetary data that you want to associate with this row. |
|
Date 1 |
none |
datetime/date
|
This field may be used to hold any date information that you want to associate with this row. |
|
cprsdate2 Date 2 |
none |
datetime/date
|
This field may be used to hold any date information that you want to associate with this row. |
|
Date 3 |
none |
datetime/date
|
This field may be used to hold any date information that you want to associate with this row. |
|
cprsnum1 Number 1 |
none |
numeric/number 10,0
|
This field may be used to hold any numerical information that you want to associate with this row. |
|
cprsnum2 Number 2 |
none |
numeric/number 10,0
|
This field may be used to hold any numerical information that you want to associate with this row. |
|
cprsnum3 Number 3 |
none |
numeric/number 10,0
|
This field may be used to hold any numerical information that you want to associate with this row. |
|
cprsflag1 Flag 1 |
none |
char 1 ['N'] {'N' or 'Y'} |
This field may be used to hold any sort of flagged information (Yes or No) that you want to associate with this row. |
|
cprsflag2 Flag 2 |
none |
char 1 ['N'] {'N' or 'Y'} |
This field may be used to hold any sort of flagged information (Yes or No) that you want to associate with this row. |
|
cprsflag3 Flag 3 |
none |
char 1 ['N'] {'N' or 'Y'} |
This field may be used to hold any sort of flagged information (Yes or No) that you want to associate with this row. (system field) |
|
cprslook1 Lookup 1 |
char 6
|
This field may be used to hold an entry from the Custom Prospect Lookup Table 1 that you want to associate with this row. The use of that lookup table is entirely at the direction of your institution. |
|
|
cprslook2 Lookup 2 |
char 6
|
This field may be used to hold an entry from the Custom Prospect Lookup Table 2 that you want to associate with this row. The use of that lookup table is entirely at the direction of your institution. |
|
|
cprslook3 Lookup 3 |
char 6
|
This field may be used to hold an entry from the Custom Prospect Lookup Table 3 that you want to associate with this row. The use of that lookup table is entirely at the direction of your institution. |
|
|
cprslook4 Lookup 4 |
char 6
|
This field may be used to hold an entry from the Custom Prospect Lookup Table 4 that you want to associate with this row. The use of that lookup table is entirely at the direction of your institution. |
|
|
cprstext1 Text 1 |
none |
varchar/varchar2 255
|
This field may be used to hold any free text information that you want to associate with this row. |
|
cprstext2 Text 2 |
none |
varchar/varchar2 255
|
This field may be used to hold any free text information that you want to associate with this row. |
|
cprssource Source |
char 6 [' ']
|
This field may be used to hold an entry from the Sources lookup table to describe the origin of the information in this data row. |
|
|
cprsfnum non-displaying |
none |
char 2 ['69'] {'69'} |
This system-generated field contains the number of the Custom Prospect data table (69). (system field) |
|
cprscrdate non-displaying |
none |
datetime/date
[getdate()]
|
This system-generated field contains the date on which this data row was created. (system field) |
|
cprscomm no label |
none |
varchar/varchar2 4000
|
This field may contain any free-text comment you want to associate with this data row. |
|
cprstext3 Text 3 |
none |
varchar/varchar2 255
|
This field may be used to hold any free text information that you want to associate with this row. |
|
cprspend non-displaying |
none |
char 1 ['N'] {'N' or 'Y'} |
This field is a flag to indicate that this data row has linked information in the 'pending' customprospect table as a result of data entry by the constituent via the Online Constituent Directory. That linked info is awaiting incorporation into this data row. (system field) |
|
cprsupkey non-displaying |
none |
numeric/number 13, 0
|
This field holds the timekey of the pending data row that may be updated from the customprospect_pending table. (system field) |
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
|
cprsdate4 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
cprsdate5 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
cprsdate6 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
cprsdate7 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
cprsdate8 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
cprsdate9 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
cprsdte10 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
cprsdte11 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
cprsdte12 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
cprsmny3 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
cprsmny4 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
cprsmny5 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
cprsmny6 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
cprsmny7 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
cprsmny8 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
cprsmny9 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
cprsmny10 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
cprsmny11 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
cprsmny12 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
cprsnum3 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
cprsnum4 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
cprsnum5 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
cprsnum6 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
cprsnum7 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
cprsnum8 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
cprsnum9 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
cprsnum10 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
cprsnum11 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
cprsnum12 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
cprschk1 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
cprschk2 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
cprschk3 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
cprschk4 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
cprschk5 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
cprschk6 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
cprschk7 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
cprschk8 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
cprschk9 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
cprschk10 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
cprstxt1 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
cprstxt2 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
cprstxt3 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
cprstxt4 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
cprstxt5 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
cprslook5 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
|
cprslook6 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
|
cprslook7 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
|
cprsadesrc non-displaying |
char 30
|
If this row is created or updated from data that originally came from the customprospect_pending table, then this field will hold information about the data's import source. Data from the Online Constituent Directory will have a source of Online Directory. Data from Soft Edit users will have a source of Soft Edit. Data whose import source is the ADE Import Tool can be assigned a value (other than Online Directory or Soft Edit) from the ade_source lookup table by the user who executes the utility, or the source can be blank. |
Indices - Custom Prospect
|
Index |
Primary |
Foreign |
Unique |
Fields |
Sort |
|---|---|---|---|---|---|
|
pk_customprospect |
Y |
|
|
cprskey |
ASC |
|
customprospect02 |
|
|
|
cprsid |
ASC |