Adding new activities for tracking prospects

Add a development activity to track appeals against a prospective donor.

Opening the New Activity window

To open the New Activity window:

Open the Activity sub-tab in Development Maintenance for the appeal. See Development Maintenance - Prospect Tracking - Activity sub-tab.
The Activity sub-tab of the Development Maintenance window is displayed.
Click .
The New Activity window is displayed.

New Activity window key fields

Field	Description
Date	Date the activity is being undertaken.
Primary Only	Whether the activity applies to the primary contact only. The default is to include the spouse in all activities and communications. Select for the activity to apply to the primary contact only.
Appeal	Appeal that the activity is being made in response to. See What is an appeal?
Activity	Type of activity, including whether they have donated or need reminding. For example: Phoned Mailed Donated Donation Reminder.
Status	Status of the activity. For example: In progress Completed On hold.
Follow Up	Whether to follow up with the prospective donor or not. For example, the Prospect Follow-up List on the Crystal Reports menu excludes activities if this field is not selected. Clear the flag if a follow up is not required on the Follow Up Date.
Follow Up Date	Date to follow up with the prospective donor. For example, the Prospect Follow up List on the Crystal Reports menu allows you to select those marked for follow up within a certain date range.
Comment	Description of the activity.
Prospector	Person communicating with the prospective donor. When adding an activity, select your name from the drop-down list. The drop-down list includes members of one of the prospect tracking constituencies: Community members (DVPTV). See Maintaining community members in the Community manual. Staff members(DVPTS). See Maintaining staff members in the HR manual.