Using the Contributor Relations Homepage

This topic describes the delivered Contributor Relations Homepage.

Page Name

Definition Name/Content Reference (CREF)

Usage

Contributor Relations Homepage

Not applicable

Access a variety of Contributor Relations self-service transactions.

Use the Contributor Relations Homepage to access a variety of self-service transactions.

Navigation

On a mobile device, the Fluid home appears when you first sign in. On a desktop or laptop, access the Fluid home by selecting Fluid Home under the main menu or the NavBar.

The default homepage title appears at the top of the homepage. If the Contributor Relations Homepage is not your default homepage, select the title of the default homepage and select Contributor Relations Homepage from the list that appears.

Tile on the Contributor Relations Homepage

Depending on the homepage setup, you may be able to choose which tiles appear on the homepage.

Tile Name

Description

Donor Prospects

Select this tile to:

  • search Donor Prospects

  • view a Prospect Profile

  • manage Prospect Actions

  • manage Prospect Strategies

Additional Tiles

If you set up integration through the PeopleSoft Interaction Hub, the Contributor Relations Homepage can also display tiles from the integrated systems.

On the interaction hub cluster, homepages with the same name are automatically merged. Therefore, tiles from other homepages automatically appear on the Contributor Relations Homepage when integration to the source system is active and the user has security access to the tiles.