This definitions document is a resource for understanding the fields that show on a Prospect record and the different ways in which they can be modified. This may help you understand what may be happening if information changes unexpectedly, or determine the usefulness of a field to your business processes, or as a reference for reporting needs.
Prospect Definitions and Sources
| Number (on screenshot) | Field Name | Possible Sources |
|---|---|---|
| 1 | Contact | Populated on creation by user or search/match code, user updates |
| 2 | Inquiry Source | Any incoming load (including PS), webpage submission, user |
| 3 | Preferred Name | formula: pulls from the Nickname/Preferred Name field on the contact record |
| 4 | First Inquiry Date | Automatically populated based on the date of their first loaded child record |
| 5 | Major of Interest Duluth (also for Morris, Rochester, and Crookston) | webpage submissions, User |
| 6 | CIS | User |
| 7 | PSEO | User |
| 8 | Change of Major | User |
| 9 | Date Last Visited | User, Trigger: The most recent Visit Date from an "Attended" Visit Attendee record |
| 10 | # of Times Visited Campus | Omniscope update, users |
| Attending Instead | User | |
| 11 | Summary Status | formula: based on whether the prospect is Active and whether they have an application program |
| 12 | Applicant Status | PS Application |
| 13 | Application Date | PS Application |
| 14 | Admit Date | PS Application |
| 15 | Confirmation Date | PS Application |
| 16 | Applicant Type | PS Application |
| 17 | Applicant Term | PS Application |
| 18 | Type | Any incoming load (including PS), webpage submission |
| 19 | Term of Interest | Any incoming load (including PS), webpage submission, user |
| 20 | Offered Admission | PS Application |
| 21 | Active | Any incoming load, webpage submission, user |
| 22 | Graduation Year | webpage submissions, user |
| 23 | Interest Grade | user |
| 24 | Recruitment Categories | PS Application, Omniscope process, User (this is a rollup field that concatenates all of the Recruitment Category child records on the prospect) |
| 25 | Student Groups | PS Application |
| 26 | Most Recent Interest Grade Date | Automatically populated with date of the most recently created Interest Grade record |
| 27 | College of Admission | PS Application |
| 28 | Application Major | Formula: pulls from the Academic Plan field on the Application Program |
| 29 | Application Major (text) | Formula: pulls just the text portion from the Application Major field |
| 30 | Territory Assignment Bio | Automatically selected based on prospect Type and End Date on the Bio record |
| 31 | High School (from Bio) | Bio |
| 32 | College (from Bio) | Bio |
| 33 | College Cumulative GPA | User |
| 34 | GPA | webpage submissions, user |
| 35 | End Date (from Bio) | Bio |
| 36 | High School GPA (from Bio) | Bio |
| 37 | High School Rank (from Bio) | Bio |
| 38 | High School Rank (Actual) | PS Bio |
| 39 | Assigned Primary Counselor / Recruiter | Automatically assigned based on territory for the High School or College record, or from the Territory Manager Override field |
| 40 | Recruitment Territory Assignment | Automatically populated based on the High School or College record |
| 41 | Territory Manager Override | User |
| 42 | Recruiting Territory | Automatically assigned based on the recruiting territory for the High School or College |
| 43 | Legal Agent1 First Name | PS Application, Batch inquiries |
| 44 | Legal Agent1 Last Name | PS Application, Batch inquiries |
| 45 | Legal Agent1 Email | PS Application, Batch inquiries |
| 46 | Legal Agent1 Relationship | PS Application, Batch inquiries |
| 47 | Legal Agent3 First Name | PS Application |
| 48 | Legal Agent3 Last Name | PS Application |
| 49 | Legal Agent3 Email | PS Application |
| 50 | Legal Agent3 Relationship | PS Application |
| 51 | More Legal Agents | PS Application |
| 52 | Legal Agent2 First Name | PS Application, Batch inquiries |
| 53 | Legal Agent2 Last Name | PS Application, Batch inquiries |
| 54 | Legal Agent2 Email | PS Application, Batch inquiries |
| 55 | Legal Agent2 Relationship | PS Application, Batch inquiries |
| 56 | Legal Agent4 First Name | PS Application |
| 57 | Legal Agent4 Last Name | PS Application |
| 58 | Legal Agent4 Email | PS Application |
| 59 | Legal Agent4 Relationship | PS Application |
| 60 | ACT Score (Self-Reported) | webpage submission, user |
| 61 | ACT Score (Max Official) | ACT load |
| 62 | TOEFL Score (Self-Reported) | users |
| 63 | SAT Score (Self-Reported) | webpage submission, user |
| 64 | SAT Score (Max Official) | SAT load |
| 65 | IELTS (Self-Reported) | users |
| 66 | Email Opt Out | users |
| 67 | Mail Opt Out | users |
| 68 | Contact: Primary Phone | formula: pulls from the Primary Phone field on the associated contact record |
| 69 | Contact: Home Phone | formula: pulls from the Home Phone field on the associated contact record |
| 70 | Contact: Mobile Phone | formula: pulls from the Mobil Phone field on the associated contact record |
| 71 | Contact: Twitter Handle | formula: pulls from the Twitter Handle field on the associated contact record |
| 72 | Contact_Emplid | formula: pulls from the Emplid field on the associated contact record |
| 73 | Contact_UofM_Email | formula: pulls from the UofM Email field on the associated contact record |
| 74 | Contact: Internet ID Login | formula: pulls from the Internet ID Login field on the associated contact record |
| 75 | Permission to Text | Athlete Inquiry, users |
| 76 | Do Not Call | users |
| 77 | Date Last Called | Calling Outreach, users |
| 78 | Primary Phone | Omniscope update from contact, users |
| 79 | Home Phone | Omniscope update from contact, users |
| 80 | Mobile Phone | Omniscope update from contact, users |
| 81 | Other Phone | Omniscope update from contact, users |
| Available in Reports & List Views Only | Assigned to Current User | formula: check box is checked if the current user is assigned as the Prospect's territory manager and unchecked if they are not |
| Available in Reports & List Views Only | Applicant Status Reason | formula: pulls from the Program Reason field on the associated Application Program with the max application status |