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 04.
COMMUNICATIONS

The Communications Module gives you a way to track mailings, phone calls, emails, meetings, and all other communications between you and a Household, Organization, or Person. Think of communications being divided between these two types:

  • Individual or one-on-one communications

  • Mass mailings / email blasts / events


  • Individual or one-on-one communications are recorded on the Communications tab of a Household or an Organization in the Communications History section where you can record calls, meetings, custom mailings or personal emails. These records are added to one record at a time and record a specific, personal communication between you and someone in the database. This could be a phone call you made or received, a personalized letter you sent out asking for money, a note about an email conversation you had, or a record of a meeting you convened with this Household or an Organization. The reason to enter notes about these communications is to be able to keep track of your relationship with this Household or an Organization and to be able to tie donations, volunteerism, tickets, or other income to specific communications you've had. These communication records can be added in a short or long form version. See the Entering Calls, Mailings, Meetings and other Communications History section for more details.

    Mass mailings / email blasts / events are ways to record communications you've had with a large number of Households or Organizations. When you send out a mailing or newsletter, when you post an email blast, when you have an event which generate money or volunteers - these are all Mass ways that you have interacted with Households or Organizations. The easiest way to mass Add or Delete these communication records is when you build a Mailing List or run a Report. But you can also add / edit / delete this data on an individual record on their Communications tab in the Appeals/Mass Mailings/Communications they received section.


    Related Topics:
  • Entering Calls, Mailings, Meetings and other Communications History
  • Mass Mailings / Mass Communications
  • Appeals
  • Adding/Editing an Appeal
  • Running a Cost-Benefit Analysis
  • Communication Reports



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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