Completing a PeopleSoft Contributor Relations Installation

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 appears 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.

Enable CR Outreach Fluid

Select to indicate that fluid features for Contributor Relations self service has been adopted. By default, this check box is deselected.

This check box is for informational purposes only.