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 07.03.
Family Tree Connections

Family Tree connections are simply Notes that connect one record to another record.

Family Tree connections can be viewed and edit on either the Notes page of any Household or Organization or on the Connections page of any Household or Organization. These connections will also be noted on many pages throughout the Household or Organization so everyone is aware of this important data.

Family Tree connections come in 2 varieties:
  • Regular Family Tree connection - two records related to each other - such as Sue Smith is the sister of John Smith.

  • Family Tree connections that Combine Donations - two records that should be thought of as a single donor - Sue Smith is the owner of Sue's Designs and even though we have 2 separate master records for these two entities, any money given by one should be noted on the other as well. This will NOT cause your gifts to be douoble-entered, but rather any gift entered on Sue Smith's record will also be totaled on Sue's Designs record. That way you see her total value as a contributor.

To add a Family Tree Connection:
1.) Go to either the Notes page of a Household or Organization or the Connections page of a Household or Organization.

2.) Choose the ADD button there.

3.) On the resulting note you can choose which TYPE of note this is - 'Family Tree' or 'Family Tree Combine Donations.'

4.) Make sure to enter a name in the FAMILY TREE CONNECTION / 'Search for records to connect to with names like' box. Enter a first or last name, whichever is more unique.

5.) When you fill out the rest of your note and hit update, you will then be prompted to choose a record from the resulting FAMILY TREE CONNECTION drop down menu. Once you've selected something from the drop down menu and hit UPDATE you will have connected two records to each other.

6.) In the NOTE field, list what the connection is between the two records: 'John and Sue are siblings' or 'Sue is owner of Sue's Designs.'



Related Topics:
  • NOTES
  • Adding/Editing Notes
  • Deleting a Note



    •  
    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