Customizing the My Prospect List Filters

On the My Prospects Favorites list display, filters are available for you to use to refine the list to suit your needs. By default, the system will make the following filters available, and in this order: Address Region, Rating Campaign, Rating Cultivation, and Rating Inclination. Certain fields from the Actions, Address, Attribute, Basic Data, Custom Bio, Donor Tracking, Planned Giving, Proposals, Rating, and Relation data tables are also available to be used as filters. A system administrator can use My Prospects Filters to change what filters are available for this display, and can change the order in which the filters show.

1. Access the Display Options page by using Millennium Explorer>Tools>Display Design>Display Options.
2. Click the Maintenance Button located to the left of the My Prospects Filters label.
3. Use the controls, as described in the System Display Options topic, to add filter fields to the display, remove filter fields from the display, and change the order in which the filter fields are applied. Up to five fields can be used as filters.