If your Advance account is locked, please use our tech tool form. You can change your Advance Web password by clicking Favorites, then Change Password on the Advance home page menu tree. Your password must contain at least: 8, but not more than 12, characters, one uppercase and one lowercase letter, one number, and one symbol (!, @, #, $, %, ^, &, or *).

Click “Go To” button. Type in “TMSC” in the Application search box, then click “Go.” Type in “agency” in the Keyword(s) search box, then click  the ellipsis button to the left of “Allocation Agency Table.” Click "Actions" to export, filter, or sort the list.    

A Discovery Task can be placed in the system for an unassigned prospect to give a development officer 90 days to complete discovery and qualification work.  No officer should initiate activity on a prospect with an open Discovery Task without first contacting the tasked officer.   Discovery Tasks are managed by the Office of Prospect Management and Research (PM&R).  PM&R reserves the right to cancel overdue discovery tasks and return prospects to the unassigned pool.  To add, edit, and complete open Discovery Tasks, contact PM&R at dev-prospect@virginia.edu.

Use the Mass Add feature when you have a large number of Advance entity records where you need to record the same contact report. View the video below or the job aid at the bottom to see step-by-step how to submit your contacts for processing. <span class="fr-mk" style="display: none;"> </span>You can also use our job aid here.

Use the Notes Lookup (Prospect Tracking  > Notes) to verify a volunteer has a current non-disclosure agreement recorded in Advance.  To locate an NDA entry for an individual: Open the Advance record for the person for which you'd like to check the NDA status. On the Page Tree, click Prospect Tracking, then Notes. On the Entity Notes form, look for an entry where the Description is "Volunteer NDA" and the associated Date entry occurs during the current fiscal year. To locate an NDA entry for a group please submit a ticket.

Advance users can maintain specific data in Advance based on their duties, department, and role. Your supervisor must request this access, and you must attend training in order to obtain and retain this access. Request access to this feature using the tech tool form. Following the training, use the information below to maintain individual records and to mass add data to specified records in Advance.  Admission Volunteer Activities Appeals Awards and Honors Committee Participation Contact Reports Events Gift Clubs Interests Mailing Lists Sports Student Activities