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 04.03.04.
Running a Cost-Benefit Analysis

When you are Editing an individual Appeal you will see 2 links to run a Cost Benefit Analysis. This function is dependent on you entering data in the fields at the bottom of the Appeal Edit page. You must enter a QTY of how many letters, emails, calls went out. You must also fill in at least one of the COST fields. Once these data have been added, a Cost-Benefit analysis will be very useful to show you how effective your appeal was.

Related Topics:
  • COMMUNICATIONS
  • Entering Calls, Mailings, Meetings and other Communications History
  • Mass Mailings / Mass Communications
  • Appeals
  • Adding/Editing an Appeal
  • 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