Prospect Reassignment Tool
The Prospect Manager Reassignment tool allows you to move a group of prospects from one Prospect Manager to another.
For example, if a Prospect Manager leaves an organization, or if the prospects assigned to one Prospect Manager need to be assigned to a different Prospect Manager, you can use the Prospect Manager Reassignment tool to reassign prospects from one Prospect Manager to another.
Use the information in the following topics to reassign prospects within a prospect management team:
| Welcome to Millennium |
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| Current Release Notes |
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| Release Notes Archive |
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| Release Notes for Millennium 2024.1 |
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| Release Notes for Millennium 2017.1 |
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| Release Notes for Millennium 2016.1 |
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| Release Notes for Millennium 2015.1 |
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| Release Notes for Millennium 2014.1 |
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| Release Notes for Millennium 2014 |
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| Release Notes for Millennium 2013 |
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| Release Notes for Millennium 7.9 |
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| Release Notes for Millennium 7.8 |
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| Release Notes for Millennium 7.7 |
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| Release Notes for Millennium 7.6.1 |
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| Release Notes for Millennium 7.6 |
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| Release Notes for Millennium 7.5 |
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| Release Notes for Millennium 7.4 |
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| Release Notes for Millennium 7.3.1 |
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| Release Notes for Millennium 7.3 |
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| Release Notes for Millennium 7.2.2 |
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| Release Notes for Millennium 7.2.1 |
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| Release Notes for Millennium 7.2 |
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| Release Notes for Millennium 7.1 |
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| Log On and Log Off |
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| Logging On to Millennium |
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| Logging Off |
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| Setting Up Multifactor Authentication |
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| Clear User ID |
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| Change Your Password |
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| Millennium Explorer |
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| Tasks |
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| Favorites |
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| Bookmarks |
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| My Prospects |
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| Customizing the My Prospects List |
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| Customizing the My Prospect List Filters |
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| Creating an Active Prospect/Prospect Manager Relationship |
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| Creating an Active Prospect Manager/Assistant or Researcher Relationship |
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| Displaying My Prospects as Favorites |
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| My Prospects On-Demand Reports |
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| My Staff |
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| Customizing the My Staff List Display |
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| Creating an Active Director/Prospect Manager Relationship |
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| Creating an Active Prospect Manager/Assistant or Researcher Relationship |
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| Displaying My Staff as Favorites |
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| My Staff On-Demand Reports |
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| My Tasks |
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| Visual Analyzer |
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| Reassigning Prospects |
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| Prospect Reassignment Form |
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| Recent Reports |
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| Save a Favorites List Display |
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| Profiles World |
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| Search for Constituents |
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| Standard Search |
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| Searching with the Default Search Database Form |
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| Advanced Search |
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| Running an Advanced Search |
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| Advanced Search Criteria |
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| Search Results |
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| Create a New Constituent |
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| Data Display |
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| Gift and Dues Data Display |
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| Create and Maintain Data Display Sorts |
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| Filters |
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| Defining Filter Criteria |
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| Filter Criteria Form |
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| Constituent Alerts |
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| Data Maintenance |
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| Maintain Simple and Joint Gifts and Dues Transactions |
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| Fast Data Entry for Gifts and Dues |
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| Hot Keys |
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| Wildcards |
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| Value-based Lookup Tables in Data Entry and Maintenance |
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| Addresses |
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| Using Instant Address to enter and verify addresses |
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| Attributes |
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| Basic Data |
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| Citizenship |
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| Circle Definition |
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| Circle Membership |
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| Comments |
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| Correspondence |
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| Coverage |
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| Custom Bio |
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| Death |
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| Education |
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| Employment |
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| Event Log for Constituents |
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| Names |
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| System Generated Names |
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| Relationships |
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| Contact Info |
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| Relation Tree |
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| Gifts and Dues |
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| Gift Transactions, Allocations, Amounts, and Linked Secondary Tables |
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| Bank Draft |
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| Credit Card |
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| Gift In Kind |
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| Honor and Memory Transactions for Non-Constituents |
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| Journal Gifts and Dues Transactions |
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| Pledge Payment Schedules |
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| Quid Pro Quo |
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| Securities |
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| Serial Receipts |
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| Gift Solicitors and Dues Solicitors |
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| Sustainer Pledges and Sustainer Payments |
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| Giving Tree and Dues Tree |
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| Giving Trends |
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| Dues Transactions, Allocations, Amounts, and Linked Secondary Tables |
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| Dues Trends |
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| Membership |
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| Membership Benefit Level |
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| Membership Benefits |
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| Membership Subscription Level |
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| Membership Subscriptions |
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| Membership Cards |
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| Summaries (memories) |
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| Prospect Management |
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| Actions |
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| Custom Prospect |
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| Demographics |
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| Financials |
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| Media |
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| Planned Gifts |
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| Proposals |
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| Proposal Ratings and Planned Gift Ratings |
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| Prospect Tree |
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| Screening Prospects |
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| Millennium Tasks and Outlook Integration |
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| Prospect Tracking |
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| Tracking Ratings |
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| Research Source |
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| Circles |
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| Circle Membership |
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| WealthEngine |
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| Events World |
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| Event Activities |
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| Event Activity Attendance |
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| Audio Video Needs |
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| Correspondence |
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| Event and Activity Actions |
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| Event Guests |
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| Event Income-Registration Fees |
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| Event Solicitors |
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| Event and Activity Expenses |
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| Event and Activity Items |
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| Event and Activity Items for Guests |
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| Lodging for Event Guests |
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| Event and Activity Organizers |
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| Other Info Table Details |
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| Event Registration |
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| Seating for Event Activities |
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| Special Needs for Event Guests |
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| Event and Activity Speakers |
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| Tournament (Tourney) Needs for Event Guests |
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| Transportation Needs for Event Guests |
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| My Millennium |
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| Reporting World |
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| Visual Analyzer |
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| Express Reports |
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| Profile Reports vs. Event Reports |
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| Search Reports |
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| View Published Reports |
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| Run Report Criteria |
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| Locating a Saved Report |
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| Running the Report |
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| Run a Published Report- Report Form Fields |
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| Report Templates |
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| Report Template Groups |
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| Using Template Groups to Create Criteria |
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| Biographical Reports |
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| Comparison Reports |
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| Standard Comparison Reports - Annual |
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| Standard Comparison Reports - Monthly |
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| Standard Comparison Reports - Period |
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| Standard Comparison Reports - Yearly |
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| Events Reports |
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| Financial and Giving Reports |
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| Pledge Reports |
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| Prospect Tracking and Management Reports |
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| Search Reports |
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| Report Criteria |
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| Understand Report Criteria - Columns, Comparisons, Objects |
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| New Report Criteria |
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| Edit Report Criteria |
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| Report Criteria Groups |
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| Report Criteria Organization |
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| Report Criteria Totals |
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| Add Id Numbers into Report Criteria |
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| Write Report Criteria Statements |
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| Report Descripts System Table |
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| Subreports |
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| Report Form |
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| Entering Report Details |
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| Defining Report Criteria |
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| Selecting Report Options |
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| Setting Report Runtime Options |
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| Setting Parameter Options |
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| Setting Default Report Options |
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| Running the Report |
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| Report Form Fields-Details Tab |
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| Report Form Fields-Criteria Tab |
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| Report Form Fields-Report Options |
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| Report Form Fields-Parameters |
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| Report Form Fields-Default Options |
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| Report Form Fields-Run Options |
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| Report Queue |
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| Tools |
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| Audit Log |
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| Lookup Tables |
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| Gift and Dues Batch Numbers Lookup Tables |
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| Custom Lookup Tables and Fields |
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| Event Lookup Tables |
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| Membership Lookup Tables |
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| Membership Lookup Tables Layouts |
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| Profiles Lookup Tables A through D |
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| Profiles Lookup Tables E through R |
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| Profiles Lookup Tables S through Z |
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| Lookup Tables Layouts |
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| Lookup Tables Maintenance |
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| Organize Reports into Groups |
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| Custom Utilities |
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| Correct Gift Match (GM) |
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| Correct Gift Match (GM) Tables |
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| Advanced Data Examiner |
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| Advanced Data Examiner Review Process for Addresses |
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| Advanced Data Examiner Review Process for Correspondence |
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| Advanced Data Examiner Review Process for Employment (jobs) |
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| Advanced Data Examiner Review Process for Events |
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| Advanced Data Examiner Review Process for Gifts and Dues |
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| Advanced Data Examiner Review Process for New Constituents |
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| Advanced Data Examiner Review Process for Prospect Tracking |
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| Advanced Data Examiner Review Process for Relationships |
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| Pending Tables |
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| Online Constituent Directory |
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| Online Constituent Directory Setup |
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| Setting Up AFO Forms in the Online Directory |
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| Abila Fundraising Online Forms |
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| Defining Filters in the Online Directory |
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| Defining Sorts in the Online Directory |
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| About the Login Creation Utility |
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| Using the Login Creation Utility |
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| Login Creation Utility Fields |
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| Creating a Worktable for the Login Creation Utility |
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| Resetting a Constituent Password |
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| Online Constituent Directory Sample website |
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| Setting Options for Publishing Tables in the Online Directory |
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| Other Online Directory Options |
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| Setting Appearance in the Online Directory |
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| Paya Payment Solutions |
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| Custom Display Designer—Web Version |
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| Accessing the Custom Display Designer |
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| Adding Data to a Display or Maintenance Form |
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| Removing Data from a Form |
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| Adding Free Text to a Form |
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| Adding a Separator Line to a Maintenance Form |
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| Custom Display Designer Interface |
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| Restricted Columns for Gift and Dues Insert Allocation |
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| Custom Display Designer—Java Version |
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| System Display Options |
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| Table Options |
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| Prospect Management Workflow Setup |
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| DonorSearch Integration |
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| System Upkeep |
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| System Alerts |
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| System Information |
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| System Options |
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| System Requirements |
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| About User Security |
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| User Security - The View Generator |
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| User Security - Group Maintenance |
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| User Security - User Maintenance |
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| About Millennium Utilities |
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| System Utilities |
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| Diagnostic Tools |
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| Validate fieldlst Table |
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| Validate Customizer Access to the fieldlst Table |
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| Check Database View Structure |
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| View Logged On Users |
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| Help Reference |
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