Displaying My Prospects as Favorites

Your User ID must belong to an Millennium User Group that has select permissions for each of the data tables that are shown on the My Prospects Favorites display, and your User ID must also belong to an Millennium User Group that has select permissions for each of the data tables that are used as Filters. If you do not have the correct permissions to all of the data tables that are shown on the My Prospects Favorites display, then you will not be able to access it. If you do not have correct permissions to the tables that are used to filter the display, the filter field (from the table) will display, but it will not function (filtering by that field will not remove any Prospects from the list).

Use Millennium Explorer, Favorites>Prospect>My Prospects.

Or, if you are a Prospect Manager, then you can quickly access your My Prospects Favorites list display while viewing any constituent record by clicking the My Prospects link that is located in the constituent record header.

View an example...
Information for each Prospect will be listed.

By default, this information will the Prospect's ID number, Formatted Name, City, State and Zip Code from the preferred Address (if no preferred Address exists, then from the first found), whether or not the listed address is still good (Locator), the Type of Prospect Manager/Prospect Relationship (Prospect or Potential Prospect), Donor Tracking Capacity, and Donor Tracking Last Research Date. You may see different information, or the same information in a different order, if your site has customized this view.
The number of Prospects that are listed is shown in the upper right of the display.
Click any field name in the Table Header to sort the list as you choose.

Available filters will be shown above the list of Prospects. Use these filters as desired to refine the list.

Filter values are listed in drop-list boxes. But, if a filter field is driven by a value-based lookup table, then the filter field will be a Search box, into which you type the value for the filter to use. The system will then try to match your entry to a value in the related lookup table. See the Value-based Lookup Tables in Data Entry and Maintenance topic for complete details.
To remove all of the filters that you have applied, restoring the list to its original form, click on the Reset Filters hyperlink.

Click the Formatted Name or ID number of a Prospect to view a detailed display in your One Screen View Display.

Notes:

If you do not have at least one Manager / Prospect relationship, then the My Prospects item will not be available in Millennium Explorer. Once you create the first Manager / Prospect relationship, you must Log Off and then log back on to Millennium in order to view the My Prospects item.
If an Address, Attribute, Relation, Ratings, and/or Actions filter field is applied to the My Prospects Favorites list, the system will only consider Active rows in the tables for each listed Prospect when deciding if the rows meet or do not meet the criteria. Active rows have a Stop Date that is either later than the day that the List is accessed, or blank.
If Employment fields are shown on the My Prospects display and a Prospect has more than one Employment row, he or she will be listed multiple times - once for each active job row.