Add a New Prospect and Screen

Enter as much name and contact information as you know about the prospect. Enter the name of the individual exactly as it should appear throughout your database, such as on pages and reports. Enter a nickname for the individual as necessary. When you search for individual constituents, you can select to include nicknames in the search criteria. If you are unsure of the exact birth date, you can enter a “fuzzy” date, such as the month and year or the year only. If the date contains a year, the constituent’s age is calculated and displayed.

• Omit from validation: With Data Tune-Up, you can run an address validation process to verify addresses entered in the database exist. When you run the address validation process, the program automatically updates missing or incomplete address information and standardizes street addresses.

  To not include the address entered when your organization runs the address validation process, select this checkbox.

• Validate: To run the address validation process to verify the address entered exists, select this button.

  The address validation process verifies the address, and the program automatically updates the address accordingly. If the program cannot validate the address, a message appears to ask whether to search for the address. To select the address from the address validation results, select Yes.

If known, enter the household and relationship information for the prospect. To quickly find a constituent in the Related individual field, enter the name of the constituent and press Tab. If the program matches the name to a constituent in the database, the constituent’s name appears in the field. If the program matches the name to multiple constituents, the Individual Search screen appears and displays the matched records in the Results grid. Select the correct constituent or start a new search. If the individual is not already a constituent in the database, you can add the constituent from the search screen.

If known, enter the business and employment information for the prospect. To quickly find an organization in the Related organization field, enter the name of the business and press Tab. If the program matches the name to an organization in the database, the organization’s name appears in the field. If the program matches the name to multiple organizations, the Organization Search screen appears and displays the matched records in the Results grid. Select the correct organization or start a new search. If the organization is not already a constituent in the database, you can add the constituent from the search screen.