Viewing an Organization Profile

Each profile view contains several data regions with summary information. The table below lists each data region and the profile view that contains it:

Data Region	Profile View
Location	Organization Detail
Organization Departments	Organization Detail
Organization Contacts	Organization Detail
Relationships	Organization Detail
Organization Attributes	Organization Financial Info
Organization Financial Information	Organization Financial Info
Lifetime Giving	Commitment
Historical Giving	Commitment
Matching Gifts	Commitment
Involvement	Participation
Memberships	Participation

As you collapse and expand each profile view, the system populates the data regions within the view.

Page Name	Definition Name	Navigation	Usage
Organization Profile	AV_ORG_PROFILE AV_ORG_PROFILE_W	select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Profile select Contributor Relations, then select Constituent Information, then select Workset, then select Workset Constituent Info, then select Organization Profile	View summary information about a constituent that is an organization, without having to navigate through the menus in the system.

Page Name

Definition Name

Navigation

Usage

Organization Profile

AV_ORG_PROFILE

AV_ORG_PROFILE_W

select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Profile
select Contributor Relations, then select Constituent Information, then select Workset, then select Workset Constituent Info, then select Organization Profile

View summary information about a constituent that is an organization, without having to navigate through the menus in the system.

Access the Organization Profile page (select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Profile). The default settings that determine what you see—which profile views expand, as well as the address, phone, and email views that appear—are defined on the Operator Defaults page.

Image: Organization Profile page (1 of 5)

This example illustrates the fields and controls on the Organization Profile page (1 of 5). You can find definitions for the fields and controls later on this page.

Common Fields

Some fields on this page are not dependent on which profile view is expanded. The system always displays the following information at the top of the page: constituent name, ID, constituent type, institution, and 3Cs buttons.

Field or Control	Definition
Profile View	Select a profile view—`Organization Detail,` `Organization Financial Info,` `Commitment,` or `Participation`—to expand it below and populate its data regions. Click the arrowhead next to the name of the region to manually expand or collapse data regions.
Printer Friendly Version	Click to access a read-only version of the page that expands all rows of all populated data regions. You can print this page using your browser's print functionality. Click the Return button to return to the Organization Profile page.
Expand All and Collapse All	Click to either expand or collapse all data regions below.
Clearance Required	If this check box is selected, clearance is required before contacting the organization. Clearances are set on the Clearance page.
Prospect Manager	Displays the name of the organization's assigned prospect manager. Prospect managers are assigned on the Staff Assignment, Volunteer Assignment, and Unit Assignment pages. If the prospect manager has an active email address on the Electronic Addresses page, the name appears as a link. Click the link to launch your email application and send a message to that person's preferred email address.

Additional Information

The system displays messages at the bottom of the page based on the following conditions:

Note: Where no data exists, the system hides the data region.

Data Region	Condition	Message
Location	No data exists.	No Locations on file
Organization Departments	No data exists.	No Organization Departments on file
Organization Contacts	No data exists.	No Organization Contacts on file
Relationships	No data exists.	No Relationships on file
Attachments	No attachments exist.	No prospect attachments on file
Organization Attributes	No data exists.	No Organization Attributes on file
Organization Financial Information	No data exists.	No Organization Financial Information on file
Lifetime Giving Historical Giving	No data exists.	Constituent is not a donor
	Data exists but user does not have access to the Giving Profile - Org page from any menu.	Constituent is a donor
Matching Gifts	No data exists.	Not a Matching Gift donor
	Data exists but user does not have access to the Giving Profile - Org page from any menu.	Constituent is a Matching Gift donor
Involvement	No data exists.	No Involvement information on file
Memberships	No data exists.	No Membership information on file
	Data exists but user does not have access to the Membership History page from any menu.	Membership information on file

The system also displays messages in this area related to the following information:

Additional Information	Condition	Message
Ratings	Data exists in the AV_PRSN_RATING_E record.	Ratings information on file
	No data exists.	No Ratings information on file
Assigned Resources	Data exists in the AV_ASGN_STAFF, AV_ASGN_VOL, or AV_ASGN_UNIT record.	Prospect resources are assigned to the constituent
	No data exists.	No Resources are assigned to the constituent

Access the Organization Profile page, Organization Detail view.

Image: Organization Profile page (2 of 5)

This example illustrates the fields and controls on the Organization Profile page (2 of 5). You can find definitions for the fields and controls later on this page.

The following table lists the information sections in this view and the pages from which the system derives the information:

Information Section	Page
Location	Location Detail
Organization Departments	Department Detail
Organization Contacts	Contact Detail
Relationships	Organization Relationships Org/Person Relationships
Attachments	Constituent Attachments

Location

Field or Control	Definition
Location	When you select a location, the system populates the address, phone, email, and URL address information.
Phone Type	The system displays the selected phone type.
Email ID	If the organization has an active email address in the system, it appears as a link. Click the link to launch your email application and send a message to the constituent.
URL Address	If the organization has an active website address on file, it appears as a link.

Note: The phone, email, and URL information that the system displays changes based on the location selected.

Organization Departments

Field or Control	Definition
Phone	Click the link to access the Department Phone Information page.
Location	Click the link to access the Department Location Information page.

Organization Contacts

Field or Control	Definition
Contact Name	Click to access the Organization Contact Phone information page.
Location	Click the link to access the Contact Location Information page.

Relationships

This group box displays a combination of organization-to-person and organization-to-organization relationships defined in the system.

Field or Control	Definition
Relationship	Click to access the Relationship Detail page and view more details.

Attachments

You can click the View link to open the attachment in a new window.

Access the Organization Profile page, Organization Financial Info view.

Image: Organization Profile page (3 of 5)

This example illustrates the fields and controls on the Organization Profile page (3 of 5). You can find definitions for the fields and controls later on this page.

The following table lists the information sections in this view and the pages from which the system derives the information:

Information Section	Page
Organization Attributes	Organization Financial Information
Organization Financial Information	Organization Financial Information

Organization Attributes

Field or Control	Definition
Stock Exchange and Symbol	Displays the name of the stock exchange and the stock exchange symbol under which the organization's stock trades.
Industry Code (SIC)	Displays the Standard Industrial Code for the organization.
Employee Count and Alumni Count	Displays the number of people currently employed at the organization and the total number of alumni who are employees of the organization based on a system ID and a work experience record.

Organization Financial Information

Field or Control	Definition
Revenue Amount	Displays the total amount the organization received in revenues during the fiscal year.
Expenses Amount	Displays the total amount the organization incurred as expenses during the fiscal year.
Assets Amount	Displays the total worth of all assets held by the organization during the fiscal year.
Liability Amount	Displays the total amount of all liabilities owed by the organization during the fiscal year.
Contributions Total	Displays the total amount of all contributions made by the organization to the institution as well as other entities during the fiscal year.

Access the Organization Profile page, Commitment view.

Image: Organization Profile page (4 of 5)

This example illustrates the fields and controls on the Organization Profile page (4 of 5). You can find definitions for the fields and controls later on this page.

The following table lists the information sections in this view and the pages from which the system derives the information:

Information Section	Page
Lifetime Giving	Giving Profile
Historical Giving	Giving Profile
Matching Gifts	Ext Org Matching Gifts

Note: If giving profile security is active, the system may not display the Lifetime Giving or Historical Giving group boxes. Instead, the system displays messages in the Additional Information group box. The messages indicate that the organization is a donor, but they provide no giving details.

Lifetime Giving

Field or Control	Definition
Lifetime Commitments	Click to access the Giving Profile page for the organization.

Historical Giving

Field or Control	Definition
Total Year-to-Date Giving	Click to access the Giving Profile page for the organization.
Transaction Register	Click to access the Transaction Register - Org page to view more giving details.

Matching Gifts

Field or Control	Definition
Lifetime Match	Click to access the Ext Org Matching Gifts page for the organization.
Matching Gift Rules	Click to access the Matching Rules page for the organization.

Access the Organization Profile page, Participation view.

Image: Organization Profile page (5 of 5)

This example illustrates the fields and controls on the Organization Profile page (5 of 5). You can find definitions for the fields and controls later on this page.

This table lists the information sections in this view and the pages from which the system derives the information:

Information Section	Page
Involvement	Involvement Summary
Memberships	Membership History Org (membership history organization)

Involvement

Field or Control	Definition
Involvement	Click a link to access the Involvement Detail page for the organization.

Memberships

Field or Control	Definition
Membership Organization	Click a link to access the Membership Detail page for the organization. Note: If business unit security is active, the system only displays member organizations for accessible business units.

Viewing an Organization Profile

Understanding Organization Profile Views

Page Used to View an Organization Profile

Viewing a General Organization Profile

Common Fields

Additional Information

Viewing Organization Details

Location

Organization Departments

Organization Contacts

Relationships

Attachments

Viewing Organization Financial Details

Organization Attributes

Organization Financial Information

Viewing Commitments

Lifetime Giving

Historical Giving

Matching Gifts

Viewing Organization Participation

Involvement

Memberships