CR Installation

AV_INSTALLATION

Set Up SACR, Install, Contributor Rel Installation

Define system-wide business rules for many functional areas within the Contributor Relations system. In addition, specify the most recently used numbers for strategies, assets, ratings, actions, gifts, sessions, and so forth to eliminate problems with duplicate data after the conversion is complete.

Defined

Select this option if resources can only be assigned with the roles that you select for them on the Staff Roles, Unit Roles, or Volunteer Roles pages.

For example, if staff member Darla Perkins is a Prospect Manager, you must first define Prospect Manager as a staff role, and then select that role for Darla Perkins on the Staff Roles page. Then, if this is her only defined role, only the Prospect Manager role will appear as an available option when Darla Perkins is selected.

Class

Select this option if all the roles defined for a resource type are available to every person or unit that is part of that resource type.

For example, if you define the role of Prospect Manager and select the Staff check box on the Define Roles page, then all the staff members at the institution can be assigned as Prospect Managers, regardless of whether they have been assigned that role.

All

Select this option if any resource at the institution (whether staff, unit, or volunteer) can be assigned to any defined role. This option enables you to assign a unit as a Prospect Manager; no restrictions prevent you from doing so.

See Defining Roles.

Donor Record

Select a credit type and the percent of the gift to allocate to that credit type as the default for the donor who makes the commitment.

Donor Record 2

(Optional) Select a credit type and the percent of the gift to allocate to that credit type as the default.

Spouse Record

Select a credit type and the percent of the gift to allocate to that credit type as the default for the spouse's recognition.

Spouse Record 2

(Optional) Select a credit type and the percent of the gift to allocate to that credit type as the default.

Default Soft Credit Type

Select the soft credit type that will appear by default in the Soft Credit field when entering gift and pledge recognition information. This default can be overwritten. The valid soft credits at your institution appear in this prompt dialog box. Hard Credit is a delivered credit type. All other credit types are considered soft credit.

Payment Schedule

Select the payment schedule that will appear by default in the Payment Schedule field on the Pledge Detail page when entering a pledge. This default can be overridden. Field values are delivered with the system as translate values. Do not modify these values in any way. Any modifications to these values require a substantial programming effort.

Feed Gift to GL and Feed Pledge to GL

Select these check boxes for the ability to send gifts and pledges to the financial system for recording as a receivable. This process is not automatic. Selecting this check box activates the Feed Pledge check box on the Gift Entry and Adjust Gift Entry pages. The decision to send a particular gift or pledge occurs when you enter each transaction individually. The system includes only pledges with the Feed Pledge check box selected in the AV_ACCTG_LN record that is created through the GL Interface process.

Allow Pledge Payment Override

Select this check box to allow data entry staff to change recognition or designation information for a pledge at the time of pledge payment.

Require Contact Report

Select this option if contact reports are required for each completed action at the institution. When you select this check box, you are required to write a contact report before saving an action as Completed.

Institution Installation

AV_INSTALL_INST

Set Up SACR, Product Related, Contributor Relations, Install Contributor Relations, Institution Defaults, Institution Installation

Set institution default values that are used throughout the system.

Bio Bit Setup

AV_BIO_BIT_SP

Click the Bio Bit button on the Institution Installation page.

Select the attributes to include in the standard Bio Bit report that is generated by the institution.

Bio Brief Setup

AV_BIO_BIT_SP

Click the Bio Brief button on the Institution Installation page.

Select the attributes to include in the standard Bio Brief report that is generated by the institution.

Institution Installation 2

AV_INSTALL_INST2

Set Up SACR, Product Related, Contributor Relations, Install Contributor Relations, Institution Defaults, Institution Installation 2

Set up acknowledgement and receipt defaults for your institution.

Next Payment

Select this option to deduct the amount of the overpayment from the next scheduled pledge payment.

Equally

Select this option to evenly distribute the overpayment throughout all remaining expected pledge payments.

Ignore

Select this option to retain the pledge schedule as is, without being affected by the additional amount paid by the donor.

Next Payment

Select this option to add the amount of the underpayment to the next scheduled pledge payment.

Equally

Select this option to evenly add the underpayment throughout all remaining pledge payments.

SetID

This value appears by default throughout the system. It is used when entering gift annuities, pooled income funds, or trusts in planned giving. It is also used to determine the calendar that defines the fiscal year in commitment and membership entry.

Calendar ID

Select the default ID for the institutional calendar that determines the fiscal year.

Clearing Account

Enter the default clearing account to be used when processing membership and gift transactions. The clearing account holds refunds for donors. The available values for this field include all the valid item types that you can use for a clearing account. Clearing accounts must have a journal set of 0 with an indicator of credit. When a refund is manually issued, this clearing account should be debited and the tender account should be credited.

Allow Gifts in Membership

Enables you to enter additional gifts on the Membership Entry page.

Membership Days

Enter the number of days before a membership period ends. This number represents the period of time during which payments are credited to the next membership period.

For example, a member organization resets membership every June 1, and you set the Membership Days field to 31 days. Therefore, any dues payments that are received for that membership organization after May 1 are credited toward the next membership period.

Maximum Retrieval

Enter the maximum number of records that the system retrieves on the involvement roster at one time. If this number is exceeded, the system displays a warning message telling the user that additional records exist but cannot be retrieved without limiting the search criteria.

Bio Bit

Click to access the Bio Bit Setup page, where you select the attributes to include in the standard Bio Bit report.

Bio Brief

Click to access the Bio Brief Setup page, where you select the attributes to include in the standard Bio Brief report.

Event ID

Select the event ID that contains the letter code for the default receipt that your institution issues.

Soft Credit

Select to send acknowledgement letters for soft credit. The system sends acknowledgement letters to donors with only soft credit on a gift based on the rules set up on the Acknowledgement Setup pages. If a donor has soft credit on a gift, no soft credit acknowledgement is produced unless this option is selected. The system never generates a receipt for recognition of soft credit only, even if this option is selected or the gift is joint with a hard credit donor.

Adjusted Gift and Adjusted Pledge

Select to indicate that you want the system to generate acknowledgements for adjusted gifts or adjusted pledges.

If you select either of these two check boxes, the system generates acknowledgements for adjustments based on the rules from the Acknowledgement Setup2 page. If you clear these check boxes, the system does not require acknowledgement rules for adjustments on the Acknowledgement Setup2 page.

Reminder Days

Enter the number of days before the planned date of an action that the item should appear on the current view of the assigned resource's to do list.

Base Currency

Although business units may operate under different default currencies, all calculations performed by the system translate to the institution base currency that you select here. To protect historical data, you cannot make further changes after you select a value for this field and save this page.

Rate Type

Select the exchange rate to use when translating amounts to the base currency. Examples of rate type are Official Rate, Spot Market Rate, and Free Market Rate. To protect historical data, you cannot make further changes after you select a value for this field and save this page.

Name Display Type

SCC_NMD_TYP_TBL

Set Up SACR, Product Related, Contributor Relations, CR Common Definitions, Name Display Type Setup

Set the various display properties for a display name.

Name Display Type Parameters

SCC_NMD_TYP_PRM

Click the Edit Parameters button on the Name Display Type page.

Further configure how the system will display names throughout Contributor Relations.

Name Type

Select a name type, which is defined on the Name Type Table page. You can assign multiple name types (such as Primary, Preferred, and Legal) to each Name Display Type. The value selected here determines which name type the system displays for a person's record on the Name Display subpage at Level 0 in a component.

Order

Rank the Name Type in the Name Type hierarchy for the Name Display Type. The system uses this hierarchy in the Display Name resolution process, and determines the particular name display options to use for a display name.

Default Name Field

Select from three delivered options: Use Formal Name, Use Name, or Use Name Display. If no Country Rules are specified, the Default Name Field value is used to derive the Display Name.

Format Using

The system only displays PeopleSoft-supported countries in this list.

Test EmplID

Add person IDs to this grid, which allows you to select test IDs to see how a name will actually display on a page based on the rules entered. You can only add IDs whose names include parts associated with the country.

Part Type

Available options are: Name Field, Space, or User Defined.

Name Field: contains values that are dependent on the selected country format such as First Name, Middle Name, Last Name.

Space: allows you to add a single space between other part types. Spaces can only be specified from Part 2 onward.

User Defined: allows you to define other characters (such as commas or periods), or a character string up to 35 characters long.

Name Field

The values that appear in this column are country-specific, based on your selection in the Format Using field.

Dependency

Enter a number to specify a dependent Part, so that parts will only be displayed when their dependent parts contain a value. For example, if a prefix is listed but a person has no prefix associated with their name record, the system ignores the entire prefix (name part, punctuation, and spaces) and moves to the next part in the list.

AV_ACKNLDG_SETUP

Acknowledgement Setup1

AV_ACKNLDG_SETUP2

Acknowledgement Setup2

AV_ACKNLDG_SETUP3

Acknowledgement Setup3

AV_BEQUEST_INFO

* Bequest Information

AV_CNST_ACTN2

* Action Info (for Prospect Actions)

AV_DESIGNATION

Designation Funds

AV_GIFTAN_INFO

* Gift Annuity Information

AV_INTV_ACTN2

* Action Info (for Initiative Actions)

AV_INTV_CMPGN_RSRC

* Campaign Resources

AV_INTV_EVNT_RSRC

* Event Resources

AV_INTV_MEMBR_RSRC

* Membership Resources

AV_INTV_OTHR_RSRC

* Other Resources

AV_INTV_VOL_RSRC

* Volunteer Resources

AV_LDR_TYPE_TBL

Leadership Types

AV_MASS_PRSN

* Mass Assign Staff

AV_MASS_PRSN_WS

* Mass Assign Staff (workset version)

AV_MASS_UNIT

* Mass Assign Units

AV_MASS_UNIT_WS

* Mass Assign Units (workset version)

AV_MASS_VOL

* Mass Assign Volunteers

AV_MASS_VOL_WS

* Mass Assign Volunteers (workset version)

AV_OUTR_ACTN_ASGN

* Outreach Constituent Action

AV_PINC_INFO

* Pooled Income Information

AV_RUNCTL_ROLE

* Role Assignments Report

AV_STAFF_ASGN

* Staff Assignment

AV_TRUST_INFO

* Trust Information

AV_UNIT_ASGN

* Unit Assignment

AV_VOL_ASGN

* Volunteer Assignment

AV_VOL_GRP1_ASGN

Volunteer Group Assignments

AV_VOL_GRP2_ASGN

Sub-Group Assignments

AV_VOL_LDR_GRP

Volunteer Structure

AV_VOL_LDR_GRP_M

Volunteer Structure 2

AV_VOL_SUB_GRP

Sub-Groups

AV_VOL_SUB_GRP_M

Sub-Groups 2

Roles

AV_PRPS_TBL

Set Up SACR, Product Related, Contributor Relations, CR Common Definitions, Resources, Roles

Set up the resource roles at your institution.

Define Staff, Define Volunteers

AV_STAFF_TBL

• Set Up SACR, Product Related, Contributor Relations, CR Common Definitions, Resources, Staff

• Set Up SACR, Product Related, Contributor Relations, CR Common Definitions, Resources, Volunteers

Add staff members and volunteers to the system individually, and assign roles to them.

Units

AV_UNIT_TBL

Set Up SACR, Product Related, Contributor Relations, CR Common Definitions, Resources, Units

Define the formal and informal organizational units at your institution for fund-raising and cultivation purposes, and assign roles to them.

View Staff, View Volunteers

AV_INST_STAFF

AV_INST_VOL

Contributor Relations, Initiatives, Volunteer Initiatives, Volunteer Listing

View a list of all the staff members and volunteers defined for your institution.

PM

Prospect Manager

Prospect Management

Only one prospect manager can be assigned to a constituent for a specific period. Assignment periods must be unique.

SOL

Solicitor

Prospect Management

When assigning solicitors, only staff or volunteers who are identified as a solicitor appear as available values.

GPS

Gift and Pledge Supervisor

Session Management

Assigning the GPS role to an individual gives special authority in session management to reopen session expected amounts and counts, reopen a balanced session, or transfer sessions among users on the Session Summary page.

GE

Gift Entry Operator

Session Management

Assigning the GE role to a user provides the ability to access the user's sessions in session management and on the Session Summary page. The user cannot view another user's sessions. This limitation is based on user ID.

GCA

Giving Club Administrator

Giving Club Management

Only a user with this role can add members to a giving club.

MS

Membership Supervisor

Membership Management

Assigning the MS role to an individual gives special authority in session management to reopen membership session expected amounts and counts, reopen a balanced membership session, or transfer membership sessions among users on the Session Summary page.

Purpose Type

Select Administrative when creating internal assignments, such as Gift and Pledge Supervisor, that are not used when assigning a resource to a prospect. Select Assignment, such as Prospect Manager, to assign a resource to a prospect.

Staff

Select this check box to indicate that this role applies to staff resources. For example, if a Prospect Manager must always be a staff member, select this check box and clear the others.

Volunteer

Select this check box to indicate that this role applies to volunteer resources.

Unit

Select this check box to indicate that this role applies to unit resources.

Role

Select one or more roles to associate with the resource. The description of the role appears to the right of the code.

Department

Select the department at your institution to which the unit belongs.

Note. This field is optional and is provided for use in reports only.

Role

Select one or more roles to associate with the resource. The description of the role appears to the right of the code.