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Getting Started with Contributor Relations
Contributor Relations Overview
Contributor Relations Business Processes
Contributor Relations Integrations
Contributor Relations Implementation
Common Elements Used in Contributor Relations
Additional Information for Getting Started with Contributor Relations
Setting Up Your Contributor Relations Framework
Completing a PeopleSoft Contributor Relations Installation
Setting Up Institution Defaults
Defining Name Display Settings
Adding Resources
General Functions Used Throughout the System
Linking a Spouse to a Constituent Record
Working with Worksets
Creating Service Indicators
Reviewing Constituent Type and Class Year
Sending Email Notifications
Creating and Viewing Attachments
Setting Up Constituent Data
Prerequisites for Constituent Data
Defining Constituent Types
Defining Involvement Categories
Defining Involvement Types
Defining Involvement Codes
Defining Person and Organization Relationships
Defining Organization Reciprocal Relationships
Setting Up Contact Types
Setting Up Attachment Types
Setting Up Prospects
Prerequisites for Prospects
Setting Up Prospect Identifiers
Setting Up Initiatives
Understanding Initiatives
Defining Initiative Types
Defining Audiences
Defining Initiative Goal Types
Defining Methods
Using Action Components for Initiative Setup
Defining Budget Categories
Setting Up Appeal Information
Setting Up Campaigns
Setting Up Membership Initiatives
Setting Up Volunteer Efforts
Setting Up Event Initiatives
Setting Up Commitment Management
Prerequisites for Commitments
Defining Gift Types
Defining Tender Types
Defining Designation Types
Defining Matching Gift Types for Designations
Defining Designation Funds
Defining Recognition Types
Defining Adjustment Reasons
Preparing for Session Posting
Preparing for Acknowledgement Letters and Receipts
Defining Acknowledgement Rules
Defining an Organization's Matching Gift Rules
Defining Giving Club Information
Setting Up Credit Card Processing
Setting Up Self-Service Online Giving and Pledges
Managing Constituent Data
Searching for Records
Adding People to the System
Managing Addresses and Phone Numbers
Tracking External System IDs
Managing Names
Maintaining Constituent Types
Tracking Religious Preferences
Maintaining Photos
Adding Constituent Types to Graduates
Maintaining Degree Information
Maintaining Work Experience Information
Creating Constituent Attachments
Adding Organizations
Entering Location Data for Organizations
Entering Department Data for Organizations
Entering Contact Data for Organizations
Maintaining an Organization's Financial Information
Defining an Organization's Foundation Information
Viewing an Organization's Foundation Information
Defining Matching Gift Rules
Viewing an Organization's Matching Gift Rules
Reviewing an Organization's Data
Viewing an Organization's Employee List
Viewing a Person Profile
Viewing an Organization Profile
Viewing a Prospect Profile
Updating a Donor's Record or Adding a Donor
Viewing a Constituent's Audience History
Maintaining Involvement Information
Establishing Relationships
Managing Prospects
Understanding Prospect Management
Creating Resource Assignments
Creating Resource Goals
Creating Prospect Strategies
Tracking Prospect Data
Implementing a Prospect Plan
Managing Planned Giving Prospects
Understanding Planned Giving Prospect Management
Tracking Bequests
Tracking Trusts
Tracking Gift Annuities
Tracking Pooled Income Funds
Working with a Planned Giving Profile
Managing Initiatives
Understanding Initiative Management
Defining an Initiative
Defining an Initiative Audience
Linking Related Initiatives
Assigning Initiative Resources
Defining a Public Relations Plan
Creating Initiative Attachments
Creating an Initiative Budget and Tracking Expenses
Creating Initiative Actions
Viewing Initiative Action Summary Information
Viewing Related Goals
Viewing Responsible Staff for Related Initiatives
Using Mass Change for Initiative and Membership Letters
Managing Campaigns
Understanding Campaign Management
Managing Campaign Initiative Information
Setting Campaign Initiative Goals
Viewing a Prospect List
Generating the Campaign Progress Report
Viewing the Top Donors to a Campaign
Viewing a Summary of Campaign Initiatives
Managing Membership
Understanding Membership
Managing Membership Initiative Information
Creating a Member Organization
Building and Merging Membership Lists
Defining Membership Initiative Goals
Entering Member Dues
Processing Member Credit Card Transactions
Adjusting Membership Dues Payments
Preparing for Membership Letters
Viewing Membership Progress
Viewing Membership History
Viewing Membership Benefit History
Viewing a Membership Summary or a Supervisor's Membership Summary
Managing Volunteers
Understanding Volunteer Management
Managing Volunteer Initiative Information
Assigning Volunteers to Roles
Assigning Volunteers to Specific Tasks
Creating a Biographical Bit or Brief
Reviewing Volunteer History
Reviewing Volunteer Audience History
Managing Event Initiatives
Understanding Event Initiative Management
Managing Event Initiative Information
Preparing for Initiative Letters
Setting Intermediate Goals for Events
Creating Events
Assigning Meeting Details
Tracking Event Attendance
Creating Event Templates
Reviewing Events, Meetings, and Attendees
Viewing a To Do List
Managing Other Initiatives
Understanding Other Initiatives
Managing Other Initiative Information
Setting Intermediate Goals
Viewing To Do Lists
Entering Commitments
Understanding the Gift and Pledge Process
Common Elements Used for Gifts and Pledges
Creating and Working with Sessions
Managing Sessions
Entering Gifts and Pledge Payments
Loading Mass Gift and Pledge Transactions
Viewing Gift Session Transactions
Adjusting Gifts and Matching Gifts
Adjusting Gift and Membership Credit Card Payments
Entering Conditional Pledges
Entering Pledges
Viewing Pledges
Adjusting Pledges
Processing Commitments
Understanding Credit Card Processing
Common Elements Used for Credit Cards
Queuing Sessions for Posting
Processing and Posting Sessions
Processing Credit Card Transactions
Purging Credit Card Security Data
Reviewing Electronic Payment Results
Working with Denied Credit Card Transactions
Reviewing Credit Card Activity
Viewing Accounting Lines
Viewing Suspended Sessions
Viewing Information About and Transferring Sessions
Managing the Acknowledgement Process
Processing Acknowledgement Letters
Generating Acknowledgement Letters
Working with Manually Generated Acknowledgements
Managing Joint Communications
Handling Matching Gifts
Managing Giving Clubs
Generating CAE Reports
Analyzing Giving History
Analyzing Donor History
Generating Designation Donor Reports
Interfacing with PeopleSoft Financials
Understanding the Interface
Understanding Messaging
Setting Up Integration with Financials 8.4 or 8.8
Publishing Accounting Line Information Automatically
Publishing Accounting Line Information Manually
Monitoring Message Results and Status
Reviewing Accounting Lines
Understanding Interface Setup Best Practices
Working with Self-Service Involvement
Understanding Involvement
Understanding the Self-Service Online Giving Life Cycle
Understanding Self-Service Online Pledges
Giving Online to the Institution
Making a Pledge Online
Monitoring Self-Service Commitment Summary
Monitoring Self-Service Giving Club Progress
Monitoring Self-Service Membership History
Generating Self-Service Gift and Pledge Sessions
Balancing, Queuing, and Posting Self-Service Gift Sessions
Processing Self-Service Credit Card Transactions
Working with Denied Self-Service Transactions
Adjusting Self-Service Gift Credit Card Payments
Investigating Self-Service Gift and Pledge Transactions
AV_GP_LOAD_TBL Data Fields
Data Field Details
Delivered Workflows for Contributor Relations
Delivered Workflows for Contributor Relations
Contributor Relations Reports
Contributor Relations Reports: A to Z
Contributor Relations Reports: Selected Reports