The following image illustrates the Customer Services application Customer|Opportunities page:
Customer Opportunities Section
The following image illustrates the customer opportunity section of the Customer Services application Customer|Opportunities page:
The customer opportunity section of the Customer Services application Customer|Opportunities page contains the following properties:
|
Field |
Description |
|
Fund |
Enter the name of the fund that you want to apply the opportunity to or click  to search for the fund.
For more information, refer to The Find Funds Dialog Box. |
|
Appeals |
Enter the name of the appeal that you want to apply the opportunity to or click to search for the appeal.
For more information, refer to The Find Appeals Dialog Box. |
|
Solicitor Customer |
Enter the customer number of the person who will be actively soliciting the donation or click to search for the customer number.
For more information, refer to The Find Customers Dialog Box. |
|
Staff Customer |
Enter the customer number of the staff member who will be handling the solicited donation within AudienceView or click to search for the customer number.
For more information, refer to The Find Customers Dialog Box. |
|
Type |
Enter a categorization for the opportunity. |
|
Confidence |
Indicate the level of confidence that you have in the customer opportunity becoming a donation.
This information is entered as a percentage without the % symbol. |
|
Details |
Enter any relevant information pertaining to the opportunity. |
|
Association |
Specifies the relationship between the opportunity and the customer who is being solicited for the donation, so that customers can more accurately be targeted for marketing purposes.
For more information, refer to Customer Associations and Message Sources. |
Forecast Section
The following image illustrates the forecast section of the Customer Services application Customer|Opportunities page:
The forecast section of the Customer Services application Customer|Opportunities page contains the following properties:
|
Field |
Description |
|
Date |
This is the date that you expect the donation to be asked for ('Ask Amount'), the date the donation was promised ('Expected Date') and/or the date that the donation was received ('Projected Date'). Enter the date or select a date by clicking  .
For more information, refer to Using a Calendar to Add a Date. |
|
Plan Amount |
Enter the monetary value that you anticipate the customer will donate. |
|
Ask Amount |
Enter the monetary value that you will be asking the customer to donate. |
|
Expected Amount |
Enter the monetary value that you have been promised by the customer. |
|
Projected Amount |
Enter the monetary value that you have received from the customer. |
The totals of each column appear in the blue header row.
Monthly Distribution of Forecasts
Forecasts can also be distributed across a number of months.
The following image illustrates the monthly distribution window that appears when 'Monthly Distribution' is clicked:
If forecasts have already been set on the forecasts section of the page, the fields will be populated with the total values that appear in the blue header row.
The monthly distribution window contains the following properties:
|
Field |
Description |
|
Plan Amount |
Enter the total monetary value that you anticipate the customer will donate over the course of the defined months ('Over how many Months' field). |
|
Ask Amount |
Enter the total monetary value that you will be asking the customer to donate. |
|
Expected Amount |
Enter the total monetary value that you have been promised by the customer. |
|
Projected Amount |
Enter the total monetary value that you have received from the customer. |
|
Date |
Enter the date that you want to begin the monthly distribution of the forecast from or click to select a date.
For more information, refer to Using a Calendar to Add a Date. |
|
Over How Many Months |
Enter the number of months that you want to distribute the 'Plan Amount', 'Ask Amount', 'Expected Amount' and 'Projected Amount' across. |
 |
Caution
If forecasts have already been set, on the forecasts section of the page, the information entered in the Monthly Distribution window will overwrite them. |
If the 'Plan Amount', 'Ask Amount', 'Expected Amount' and/or 'Projected Amount' cannot be evenly divided by the number of months that the forcast is distributed across, the remainder will be added to the last month.
Opportunity Data Section
The following image illustrates the opportunity data section of the Customer Services application Customer|Opportunities page:
The opportunity data section of the Customer Services application Customer|Opportunities page contains the following properties:
|
Field |
Description |
|
Data [1-8] |
Enables you to store additional information specific to your organization.
Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry application Registry::EN::Business Objects::TSopportunityBO::Opportunity node and select the field that you want to re-label. |
|
Multidata [1-2] |
Enables you to store additional information specific to your organization. To add additional fields, click  or press CTRL+TAB once you have made an entry.
Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry application Registry::EN::Business Objects::TSopportunityBO::Opportunity node and select the field that you want to re-label. |