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DonorScape® Users Guide
Introduction to DonorScape
Two Key Functions
Wealth Screening
Predictive Modelling
Demographic Data Append
Understanding Match Accuracy
Navigating the Web Portal
Login
User Preferences
Logout
Search for Prospects
Filter Search Results
Sort Search Results
Adjust Match Accuracy
Download Search Results
Saving and Sharing Searches
Explore and Update Prospects
Prospect Cards
Open Records
View Prospect Wealth Matches
Review & Verify Matches
Edit Prospect Details
Download a Prospect Report
More Information About Prospects
Research a Prospect’s Network
Add or View Notes
Explore Rating Logic
Rescreen Prospect Records
Add New Prospects
Add a Single Prospect
Bulk Import
Delete Prospects
Reports and Dashboards
Administrator Functions
Access Types
Add, Edit, or Delete Users
Control Record Ownership
Control Record Ownership Using a Template
Control Record Ownership Using Menus
Copy or Move Ownership
Process Approvals
Create Custom Fields
Update Multiple Prospect Records
Generate Account-Level Reports
Reference
Webinars
Guide to Ratings
DonorScape Data Sources
More About PRIZM
Metropolitan Statistical Areas (MSA)
DonorScape File Specifications
Bulk Import Template
Raiser’s Edge Import Guide
Blog
Contact
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