Advanced Data Examiner Review Process for Prospect Tracking

Prospect Tracking processing is available if your site subscribes to the optional Tracking component of the Advanced Data Examiner. The Advanced Data Examiner (ADE) can insert rows and update rows in the Donor Tracking, Custom Prospect, Demographic, Financial, Media, Prospect Tracking Ratings and Research Source data tables.

Data is imported into the Prospect Tracking pending tables by using the Advanced Data Examiner Import tool.

Process Prospect Tracking data by using the ADE in the same manner as you would process ADE data in general. See the Advanced Data Examiner, Processing Pending Data for complete instructions.

It is suggested that you process the Donor Tracking pending row for a constituent before processing other Prospect data.

If you begin with either a Rating or Research row, then the ADE will automatically search for an existing Donor Tracking record before it displays the Rating or Research Source row for review. If one does not exist, the ADE will first create a Donor Tracking row by using only the data in the ADE Defined Default for the Donor Tracking table. Then it will display the Rating or Research Source row for review. If your Donor Tracking pending data included information in addition to what is in the Defined Default, you must go back through the data review process to include the additional information in the Donor Tracking record that the ADE automatically created.

Important! If you 'Skip' a Rating or Research Source row, or 'Cancel' the current review of the data while reviewing a Rating or Research Source row, a Prospect Tracking row will still be created for the constituent whose Rating or Research Source row you skipped or were reviewing at the that time you canceled.