Common Elements Used in Contributor Relations

Enter a start and end date for the action, campaign, initiative, role assignment, and so on. When you click the prompt button for this field, the pop-up calendar appears. Use the arrow keys at the bottom of the calendar to locate the appropriate month and year, then click the specific date. The start date populates by default to the current date, but can be overridden.

Select either Person or Organization to determine the constituent you want to work with or view information about.

Select a currency code for the values you enter on a page, which may differ from your institution's or business unit's default currency.

The format of this field changes depending on whether you are tracking percentages, amounts, or total numbers. Enter the appropriate amount.

Select Current, Historical, or All to determine the time frame for which you want to view information. If you select All, current records appear as well as those for which the end date has passed.

View the relationships a constituent has with your institution, such as Alumni, Friend, Parent, Faculty, Staff and so on. These values are shipped with the system in the Constituent Type table and should not be altered.