Defining Involvement Types

To set up involvement types, use the Involvement Types component (AV_INVLV_T_TBL).

This section discusses how to define involvement types.

Page Name

Definition Name

Navigation

Usage

Involvement Types

AV_INVLV_T_TBL

Set Up SACR > Product Related > Contributor Relations > Constituent Information > Involvement Types

Define the various types of constituent involvement to track.

Access the Involvement Types page (Set Up SACR > Product Related > Contributor Relations > Constituent Information > Involvement Types).

Examples of involvement types are activities, interests, awards and honors, and affiliations.

Field or Control

Description

Use Date Received

Select if the involvement type is associated with a particular date, rather than a date range. For example, an honor or award is received on one date, and does not involve a date range. If you select this check box, the Date Received field on the Involvement page is available for input and the Start Date and End Date fields are not available for input.

Use Start/End Dates

Select if the involvement type is associated with a date range. For example, an affiliation with a club or other organization can span a date range. If you select this check box, the Start Date and End Date fields on the Involvement page are available for input and the Date Received field is not available for input.