Customizing the My Prospects List

For each Prospect listed, the system will display the following by default: ID, Formatted Name, City, State and Zip Code from the preferred Address (or first found, if no preferred Address exists), Type of Prospect Manager/Prospect relationship (the Whose side of the relationship), Donor Tracking Capacity, and Donor Tracking Last Research Date. Your site may want to show different information, or show the same information, but in a different order. A system administrator can use My Prospects Display to customize this display.

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 Display label.
3. Use the controls, as described in the System Display Options topic, to add fields to the display, remove fields from the display, and change the order in which the fields display.