The Raiser's Edge optional module RE:Search adds the Prospect tab to constituent records that lists information in the following sections:
 
  • General
  • Gifts to other Organizations
  • Financial Information
  • Financial Information Graph
  • Proposal
  • Ratings
  • Chronology





 
Prospect tab from Raiser's Edge database view

In the NXT web view, the information from the Raiser's Edge database view Prospect tab is displayed in the following ways:

General information on the Prospect tab is listed on the Prospect management panel of a constituent record in the NXT web view. This includes Prospect status and Prospect Classification. The Will Give to and Will Not Give to information on the Prospect tab is displayed as Giving preferences on this panel.

Gifts to other Organizations and the Financial Information sections on the Prospect tab are listed on the Prospect management panel of a constituent record in the NXT web view.

Proposals on the Prospect tab are called Opportunities in the NXT web view and are listed in several places:
  • Opportunties related to a fundraiser (solicitor) are listed in their Work Center.
  • Opportunities can be listed specifically at List > Opportunities.
  • On a constituent record in the NXT web view, look for the Opportunities panel to see that constituent's specific ones. (This would be Prospect tab > Proposals in the Database view.)

Ratings on the Prospect tab appear on the Ratings panel on a constituent record in the NXT web view.

Chronology on the Prospect tab appears as the Timeline panel on a constituent record in NXT web view.