Prospect Research Manager

This role grants administrative tasks not included in the Prospect Research role. It is especially useful for larger organizations. This role allows users to add new users, manage code tables, and access additional configuration settings.

Task name

Task description

Functional area

Application user search

Search for and view application user records.

Administration

Application users

View the list of application users.

Administration

Attribute categories

Provides a user interface for managing attribute categories.

Administration

Business processes

View the list of business process runs.

Administration

Business process ownership

View and edit business process owners.

Administration

Code tables

View the list of code tables and table entries.

Administration

Constituent group types

Add, edit and delete constituent group types.

Prospects

Countries and states

Configure system countries and states.

Administration

Educational catalog

Create and manage the academic catalog and educational institutions.

Administration

Email alerts

Configure and manage email alert settings.

Administration

Enable/disable phone formatting

Enables or disables phone number formatting on add and edit forms.

Administration

First names

Modify first names table.

Prospects

Global changes

Create and manage global change instances.

Administration

Mapping

This task is used to configure mapping.

Administration

Notifications

Provides a user interface for managing notifications.

Administration

Organizational units

Manage the Active Directory organizational units associated with the system.

Administration

Queue

Allows for managing queue business processes.

Administration

Reason codes

Displays the page to manage reason codes.

Prospects

Relationship types

Provides an interface for managing relationship types.

Prospects

System roles

Manage system level permissions.

Administration

Title code defaults

Modify title code defaults

Prospects

Match settings (admin) Set constituent match settings Administration
Match settings (batch/import) Set constituent match settings Batch and Import

 

 

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