Updating a Prospect's Moves Plan Information

Plan information consists of several tabs: general information about the Moves plan, comments, Moves stage history for the selected prospect, and prospect funding interests. To view a prospect’s plan information, access the Prospect Moves Plan Management - Details screen (described above), select the Prospect Moves Plan Information tab, and review the information on the bottom half of the page under all tabs.

To update a prospect's general information:

1. On the Personify toolbar, select Moves Mgmt > Prospect Moves Plan Mgmt.
The Prospect Moves Plan Management search screen displays.

2. Search for and select a prospect.
The Prospect Moves Plan Management details screen displays, as shown below.

3. Enter the appropriate information on the General Information, Comments, Moves Stage History, and Prospect Funding Interests tabs.

Screen Element	Field Description
General Information
Moves Plan Type	Read-only. This is the type of Moves Plan selected for the Prospect.
Primary Search Group	Read-only. The primary search group assigned to the prospect. This is an optional feature that allows organizations to assign a search group code to products and customers, so that back office staff assigned to that primary search group can optionally pre-filter searches for customers or products by their assigned primary search group. Primary search group codes are defined on subgroup customer records and mapped to zip codes. An organization can have customers be automatically assigned to a primary search group based on the zip code of their primary address by setting the APP AUTOMATIC_SEARCH_GROUP_ASSIGNMENT application parameter to "Y". For more information on primary search groups, please see Creating a Primary Search Group Mapping.
List Code	Link. Identifies the mailing list from which the prospect was solicited. For more information on list codes, please see Creating a New Marketing List.
Fund	Link. Identifies the fund linked to the prospect. For more information on funds, please see Defining Funds.
Campaign	Link. Identifies the campaign linked to the prospect. For more information on funds, please see Defining Campaigns.
Prospect Source	Text box. This is a brief field that allows you to note where the Prospect was found.
Projected Completion Date	Date Drop-down. This is the projected date that the plan will finish on.
Priority Rating	Drop-down. This is a score used by the fund development manager or solicitor to label a prospect by importance. Values in the drop-down are populated based on the non-fixed codes defined for the FND "PRIORITY_RATING" system type.
Gift Goal Amount	Text box. This allows you to assign a gift goal amount for the Prospect that you want the Solicitor to aim for.
Gift Amount	Text box. This is the amount that the Prospect has donated under this plan.
Gift Date	Date Drop-down. The date in which the gift was given.
Gift Reference	Read-only. The order number of the gift.
Comments
Add	Button. Clicking this button adds a comment to the comment table.
Delete	Button. Clicking this button deletes a comment from the comment table.
Comment Date	Drop-down. This allows you to specify the date of the comment.
Comments	Text box. This allows you to make any comments about the Prospect.
Moves Stage History
Moves Stage	Read-only. This is the Moves Stage. Values in the drop-down are populated based on the non-fixed codes defined for the FND "MOVES_STAGE" system type.
Moves Stage Date	Read-only. The date of the Moves Stage.
Comments	Text box. This allows you to make any comments about the Moves Stage.
Prospect Funding Interests
Add	Button. Clicking this button adds a funding interest to the Prospect.
Delete	Button. Clicking this button deletes a funding interest from the Prospect.
Funding Interest	Drop-down. Allows you to specify a funding interest for the Prospect. For example, Cancer Research or Stem Cell Research. Values in the drop-down are populated based on the non-fixed codes defined for the FND "FUNDING_INTEREST" system type.
Comments	Text box. This allows you to make any comments about the funding interest.
Funding Disinterests
Add	Button. Clicking this button adds a funding disinterest to the Prospect.
Delete	Button. Clicking this button deletes a funding disinterest from the Prospect.
Funding Disinterest	Drop-down. This allows you to specify a funding disinterest for the Prospect. For example, Cancer Research or Stem Cell Research. Values in the drop-down are populated based on the non-fixed codes defined for the FND "FUNDING_DISINTEREST" system type.
Comments	Text box. This allows you to make any comments about the funding disinterest.