Prospect Assignment

Added overview blurb here.  Be sure to add categories and tags as appropriate

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Good to Know!

• • CONVERSION NOTES:
    • The back-end table for Prospect Research Requests is also used for Prospect Assignment at Partners
    • RE Actions with types listed converted to CRM Research Requests:  Prospect Research – Proactive, Prospect Research – Prospect Identified, Prospect Identified, Prospect Research – Request, Prospect Research Request, C&F Prospect Research/Identification, Prospect Research – To Be Rated
    • RE Actions with the following types convert to CRM Research Requests that are used for Prospect Assignment:  Prospect Assignment, Prospect Management – Assign, Prospect Unassign, Prospect Management – Reassign, Prospect Management – Unassign

   

  Request Date –  (Conversion = date from the RE action attribute “Prospect Research – Received Date“, If this is null, then RE action date added)

  Status –  (Conversion – Set to “Completed” if RE action completed date is not null, else set to “In Process”)

  Record Type –  If RE records Key_indicator = “O” then “Organization”  else “Individual”

  Prospect to Research – RE constituent for this action, e.g. if the action is on John Smith, John Smith is the prospect to research

  Priority –  If RE action priority = 0 then “Urgent” else “Standard”

  Due Date –  Date from RE action attribute category = “Type of Research”, If null, set CRM due date = RE action completed date, If still null, set CRM due date = RE action date
  Issue for conversion – CRM does not allow due dates in the past.  Setting all to 1/1/2022

  Research Type –   (Conversion – If action type one of Prospect Assignment, Prospect Management – Assign, Prospect Unassign, Prospect Management – Reassign, Prospect Management – Unassign then set research type to “Prospect Assignment Request”.  If RE action type = “C&F Prospect Research/Identification” set Research Type to “C&F Research/Identification”, otherwise  Set Research type = Isnull(attribute description,”Research – Other”) from the RE action attribute category = “Type of Research”)

  Request Reason – Select as appropriate  (Conversion:  If RE action type one of ‘Prospect Assignment’, ‘Prospect Management – Assign’ Then set Request Reason = “Prospect Assignment – New”.
  Else if RE action type =,’Prospect Management – Reassign’ Then set Request Reason = “Prospect Assignment – Reassign”.  Else if RE action type one of ‘Prospect Management – Unassign’,’Prospect Unassign’ Then set Request Reason = “Prospect Assignment – Removal”.  Else Set = isnull(attributedescription, “Informational/Other”) from the RE action attribute where attribute category one of
  “Prospect Research – Source Name” Or “Prospect Identification – Source”)

  Requested By – (required)   (Conversion: Prospect Research-Source Name is an action attribute that links to a constituent.  If this exists, set requested by to the constituent in this attribute.  else use RE action solicitor.  IF there are multiple solicitors on the action please pull the one with the min sequence number)

  Submitted By – (not required)  Actions added by user. see logic for “Partners User ID to Records ID Logic”

  Site –  blank

  Notes –  Comment from RE action attribute category = “Type of Research” If null then leave notes blank

  Documentation – RE notepads from RE linked to this action should convert as documentation on the research request
  Assigned to – Prospect Research-Status Name is an action attribute that links to a constituent.  If this exists, set assigned to the constituent in this attribute.  Else use RE action solicitor.  If there are multiple solicitors on the action please pull the one with the min sequence number

How Do I?

• links to other areas, longer blurbs