If the individual you are adding is a staff member or volunteer, there is one more step you need to take.  You need to define them as a staff member or volunteer in the STAFF file.  This will allow them to have prospects assigned to them, etc.

1.    You can do this by following this path from the Main Menu: DV >SV > SVM.  This will pull  up the SVM Screen shown below.

2.    Search for your prospect name in any of previously identified manners or enter the ADAM ID# if you know it.  The following fields should be filled in on the SVM SCREEN:

#1 Staff Code:  This is just a shorthand way of pulling up the staff person's code.  It will usually just be the person's 3-letter initials.

#2 Staff Type:  This field asks you choose between "S" for Staff and "V" for "Volunteer".

- Staff members are defined as any SIU employee.
- Volunteers are defined as any individual (other than SIU Staff) that participated in the contact in a "fundraising" capacity.

#3 Staff Status:  This field asks you to choose between "Current" and "Former".

#8 Title:  This is a free text field in which you would type the staff member's title such as CDO-COLA.

#12 Rating:  Add the code CDO if the staff person you are coding is a constituent development officer.  It is important that this code always be included for any CDO you are coding, because it effects many of the major prospects reports.

The filled in SVM Screen will appear as below.

3.    Once you are sure these values are loaded you may finish out of the SVM Screen by clicking Finish, then OK.  This should return you to the Main Menu.

Last update: 08/18/00