Based on feedback from the Donor Relations teams’ visits across campus focused on Stewardship, new fields have been added to everyone’s Acknowledgements processes to include Prospect Manager and up to 3 Prospect Plan Managers.  These fields were added to the end of everyone’s export definition files in order to avoid interrupting any predefined merges you may have set up already on your side. 

Ackn_PM_and_PlanMgr

 

Exported Excel file:

Ackn_PM_and_Plan_Mgr_2

ProProMgr_Name = Prospect Manager

ProProPlansPriMgr_Name = Primary Plan Manager

ProProPlans2PriMgr_Name = Primary Plan Manager on additional plan

ProProPlans3PriMgr_Name = Primary Plan Manager on another additional plan