This help manual is still being built. Yellow highlighted entries are either not yet finished or need to be updated with recent changes to the software.
 
1. USERNAMES
1.1. Signing In
1.2. Setting up New Users
1.3. Security Levels
1.4. Last Logged In Date
 
2. RECORDS
2.1. Search for Records
2.1.1. Name
2.1.2. Address
2.1.3. Email
2.1.4. Phone
2.2. Master Records
2.2.1. Master ID #
2.2.2. Households
2.2.3. Organizations
2.2.4. Name
2.2.5. SortBy field
2.2.6. Address
2.2.7. Email
2.2.8. Phone
2.2.9. Types of Mailings / Phone / Emails to recieve
2.2.1. Master Flags
2.2.12. Never Contact
2.2.13. Overview page fields
2.2.14. Snapshots
2.2.15. Splitting Records
2.2.16. Combining Records
2.2.18 Delete Records
2.3. People Records
2.3.1. Person Name Fields
2.3.2. Person Work/School Fields
2.3.3. People Flags
2.6. General Reports
 
3. MAILING LISTS
3.2. Marking records for receiving Mass Mailings
3.3. Building complex Mailing Lists
Section 02.03.01.
Person Name Fields

The following fields are used for each Person in the database:

  • Salutation - This is the formal way to address this person - Dr., Senator, The Honorable, etc.

  • First - Use the legal first name of this person, as it would appear in a tax-deduction thank-you letter and in published acknowledgements of their gifts. You will also include their preferred name (see below).

  • Mid - Middle Name or Initial. While this is not mandatory, it may help with common names like Tom Miller.

  • Last - Include only the last name, not any additional information like 'Jr.' which will appear in the next field.

  • Suffix - any additional component of their legal name, such as Jr., Sr., MD, etc.



  • Nick Name - Enter their nickname or how they prefer to be addressed. This will help anyone who contacts them do so more personally (Such as 'Billy' for 'William.' If the Preferred Name field is not filled out, their First Name will automatically be entered here.

  • Pronounciation - If the person has an unusual First or Last name, spell it phonetically here. We recommend you utilize capital letters to emphasize which syllable should be accented. For example: If the name is the American girl's name Michelle, you would spell it phonetically MI-shell. If it was the French boys name Michel, you would spell it phonetically mi-SHELL. Using a 'sounds-like' tip can be extremely helpful with unusually pronounced names and can avoid embarrassing mispronunciations: such as a woman named 'Kara' may have a note here that says 'rhymes with Bear-a'



  • Birthdate - Enter the date they were born so you know how old they are and when their birthday is each year.



  • Person ID # - Each individual Person record has an individual ID Number assigned to it. This number has no relation to the much more frequently referenced Master ID Number attached to their Household or Organization






  • Related Topics:
  • People Records
  • Person Work/School Fields
  • People Flags



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    4. COMMUNICATIONS
    4.1. Entering Calls, Mailings, Meetings and other Communications History
    4.2. Mass Mailings / Mass Communications
    4.3. Appeals
    4.3.1. Adding/Editing an Appeal
    4.3.4. Running a Cost-Benefit Analysis
    4.5. Communication Reports
     
    5. DONATIONS / GIFTS
    5.1. Processing Donations / Donation Wizard
    5.1.1. Donation Type
    5.1.2. Editing a Donation
    5.1.3. Donation Fields
    5.1.4. Deleting a Donation
    5.1.5. LastDonated fields
    5.1.6. Pledges
    5.1.7. Installments
    5.1.8. Honorariums/Memorials
    5.1.9. Matching Gifts
    5.1.1. Matching Campaign Grants
    5.1.11. In-Kind Gifts
    5.1.12. Letters
    5.2. Funds
    5.2.1. Adding/Editing a Fund
    5.2.2. Deleting a Fund
    5.2.3. Sub-Funds
    5.2.4. Budget and Costs
    5.2.5. Running a Cost-benefit Analysis
    5.3. Yearly Totals for Donations, Ticket Sales, Etc.
    5.4. Gift / Donation Reports
     
    6. GRANTS
     
    7. NOTES
    7.1. Adding/Editing Notes
    7.2. Deleting a Note
    7.3. Family Tree Connections
     
    8. The LIST
    8.. Calling Lists
    8.2. Renewal Criteria
    8.2.1. Adding/Editing Criteria
    8.2.2. Changing Criteria Menus
    8.2.3. Pulling Reports
    8.3. Renewal Lists
    8.3.1. Generating Renewal Lists
    8.3.2. Building Lists for Calling and Mailing
    8.4. Contacting Donors
    8.4.1. Telemarketing Interface
    8.4.2. Telemarketing Reports
    8.5. Interest
     
    9. BOARD / COMMITTEEE
    9.1. Committees
    9.2. Members
    9.3. Board Logins / Connections
    9.3.1. Portfolio / Main Contact