CONSTITUENT EXPANDED VIEW TABLE OF CONTENTS

Transcription

1 CONSTITUENT EXPANDED VIEW TABLE OF CONTENTS Cnstituent Expanded View... 2 The Cnstituents Functinal Area... 3 Recrd Types... 4 Cnstituent Search... 4 The Individual Recrd... 5 Summary Tiles... 6 The Explrer Bar... 7 Cnstituent Tabs... 7 Cnstituencies Tab Organizatin Cnstituents The Organizatin Recrd Primary Cntact Cntact Types Grups The Grup Recrd Cmmittees The Cmmittee Recrd Last Revised Date: August 24,

2 CONSTITUENT EXPANDED VIEW Cnstituents are the individuals, rganizatin and grups wh supprt yur missin and fundraising effrts. Cnstituents can be dnrs, bard members, vlunteers, trustees, crpratins, businesses, fundatins, majr dnrs, prspects, r event attendees. Cnstituent recrds in CANNON CRM allw yu t manage relatinships and interactins with each f yur cnstituents. Data frm cnstituent recrds are used t prcess and analyze reprts, mailings, and exprts. These prcesses and analyses help yu cultivate a relatinship with yur cnstituents. Access the Cnstituents page Search fr a cnstituent Navigate the tabs n an individual cnstituent recrd Navigate t the cnstituent pages accessible n the explrer bar Navigate the tabs n an rganizatin cnstituent recrd Navigate the tabs n a grup recrd Navigate the tabs n a cmmittee recrd Navigate the tabs n a husehld recrd 2 Last Revised Date: August 24, 2017

3 The Cnstituents Functinal Area On the functinal area, a list f different tasks based n yur access are identified here. The fllwing table lists the task grups available and includes a descriptin f each. Task Grup Descriptin Cnstituents Search fr cnstituent recrds and display an interactive map t view cnstituents by gegraphical lcatins. Individuals and Husehlds Add individual, husehld, r grup cnstituent recrds. (limited access) Cmmittee Search fr and add cmmittee cnstituent recrds. Organizatins Search fr and add rganizatin cnstituent recrds. Recgnitin Manage recgnitin prgrams, cnstituent recgnitin prcesses, and tributes. Maintenance Perfrm batch entry and searches, manage duplicate recrds, and review recent cnstituent data changes. (limited access) Last Revised Date: August 24,

4 Recrd Types CANNON CRM has five distinct cnstituent recrd types. The table belw identifies the cnstituent recrd types available and includes a descriptin f each. Recrd Type Descriptin Individual The peple, including dnrs, wh supprt yur rganizatin s missin r interacts with yur rganizatin in ther ways. Organizatin Cmpanies and businesses that supprt yur rganizatin s missin r interacts with yur rganizatin in ther ways. Grups Assciate individuals r rganizatins as members f a grup fr managing and reprting purpses. Cmmittees A grup with additinal privileges t plan events, set financial fundraising gals, and set nn-financial cmmittee gals Husehlds Related individual cnstituents wh live under the same rf. Will be used nly fr spuse Cnstituent Search Yu can use the search screen at any time t find the cnstituent recrd. T Search fr a Cnstituent Recrd: 1. On the navigatin bar, click 2. In the task grup, click 3. Enter the cnstituent name r ther knwn infrmatin in the data fields. Yu can use wildcard characters t replace part f yur search phrase: Asterisk (*) r percent sign (%) take the place f ne r mre characters Questin mark (?) r underscre (_) takes the place f an individual character 4. Click the expand icn next t Shw advanced search ptins t select advanced search ptins. 5. Click Search t begin the search. 4 Last Revised Date: August 24, 2017

5 Click Clear t remve all criteria and begin a new search. 6. All results that meet yur search criteria display in the grid. Click the cnstituent name in the results t pen the cnstituent s recrd. Yu can search based n an AIM ID. Ensure the Checked alternate lkup IDs is marked in the advanced search and yur AIM ID is nted in the Lkup ID field. The AIM ID is lcated an individual recrd in the Persnal Inf tab The Individual Recrd On the individual recrd, yu can view infrmatin related t an individual cnstituent. Last Revised Date: August 24,

6 Summary Tiles At the tp f the recrd, prfile infrmatin abut the cnstituent appears in a series f summary tiles. Belw are sme general tile functinality: Yu can navigate t tabs n the recrd. Yu can navigate t ther cnstituent. Yu can custmize the titles that displays and rearrange the rder. T Custmize the Summary Tiles: 1. Open the cnstituent recrd. 2. Click 3. Select the summary tile t view fr all recrds f this type. T include a tile, use the arrws t mve the tile name int the Shw titles in this rder list. T exclude a tile, use the arrws t mve the tile name in the D nt shw these tiles list. 4. Under Shw tiles in this rder, yu can change the rder f the tiles. a. Select a tile and then use the up and dwn arrws t mve the title int the rder yu want. 5. Click Save. 6 Last Revised Date: August 24, 2017

7 Abve the summary tiles, the recrd type, lkup ID, and active cnstituencies are always visible. Imprtant ntificatins, such as deceased status, als appear abve the tiles. The Explrer Bar When a cnstituent recrd is pen, the explrer bar displays several task grups. These will be cvered in separate training. Cnstituent Tabs Last Revised Date: August 24,

8 The cnstituent recrd als cntains multiple tabs t help yu navigate, view and manage additinal infrmatin abut the cnstituent. Yur system rle, site and security rights will determine what tabs yu are able t see. Belw are sme general tab functinality: Tiles and tabs are linked. When yu click a link n a title, the related tab pens. When yu add r edit cnstituent infrmatin in a tile r tab, the related tabs and tiles autmatically updates. Yu can drag and drp tabs int any rder yu prefer. This rder is saved the next time yu pen a cnstituent recrd. Mst tabs have secnd-tier tabs inside that grups like infrmatin and makes it easy t navigate the recrd. The table belw lists the tabs available n the individual cnstituent recrd with a descriptin. Tab Name Secnd-Tier Tabs Descriptin Summary N/A Displays an verview f an individual cnstituent, including revenue summary, recent and upcming cmmunicatins and activities. Cntact N/A View and manage the cnstituent s cntact infrmatin, including addresses, phne numbers, addresses, and scial media accunts. Persnal Inf. Persnal Cnstituencies View and manage persnal infrmatin abut a cnstituent such as the nickname, maiden name, birth date, website, interests and cnstituencies. Relatinships Relatinships Grup Members Relatinship Tree Extended Relatinships Cmmittees View and manage the familial, scial, r prfessinal assciatins f cnstituents, including infrmatin abut the grups r husehld the cnstituent is a member f. 8 Last Revised Date: August 24, 2017

9 Tab Name Secnd-Tier Tabs Descriptin Revenue Revenue Summary Revenue Histry Recgnitin Recgnitin Summary Recgnitin Histry Gifts Tributes Accunts View a snapsht f a cnstituent s revenue infrmatin. The tab cntains multiple secnd tier tabs t help yu navigate thrugh the infrmatin. (Mre inf n this in the Revenue View training material) Vlunteer General Availability Timesheets Awards Dcumentatin View and manage vlunteer infrmatin fr the cnstituent. The tab cntains multiple secnd tier tabs t help yu navigate thrugh the infrmatin. Prspect Prspect Summary Plans Prspect Team Planned Gifts Funding Interests Campaigns Prspect Manager Histry View and manage majr giving prspect infrmatin fr the cnstituent. The tab cntains multiple secnd tier tabs t help yu navigate thrugh the infrmatin. (Further detail is defined in the Prspect View training material) Fundraiser Pending Activity Fundraiser Summary Prspects and Plans Grants Planned Step Summary Cmpleted Step Summary Prspect Summary Opprtunities and Asks Opprtunity Campaigns Research Requests Prspect Requests Allw fundraisers t view and manage all aspects f the prspects in their prtfli. The tab cntains multiple secnd tier tabs t help yu navigate thrugh the infrmatin. Educatin N/A View and manage infrmatin related t any higher learning institutins a cnstituent attends r attended. Last Revised Date: August 24,

10 Tab Name Secnd-Tier Tabs Descriptin Dcumentatin & Interactins Dcumentatin Summary Cnstituent Dcumentatin Interactins Surveys View and manage dcumentatins, interactins and surveys fr the cnstituent. Cmmunicatins Cmmunicatins Appeals Preferences Newsletters View a snapsht f yur rganizatin s cmmunicatin with the cnstituent and view and manage the cnstituent s cmmunicatin preferences. Histry Histry Origin View the changes and revisins made t the cnstituent recrd, including the rigin f the recrd. Attributes N/A View and manage cnstituent attributes. Cnstituent attributes stre specialized infrmatin abut a cnstituent when a field r tab is nt available fr that infrmatin. If any Persnal Dietary Restrictin ptin says Other n a recrd, the details can be fund in the Attributes Tab Events N/A View the cnstituent event registratin. Smart Fields N/A View smart fields that prvide quick access t specific, calculated infrmatin. Vet Clinic Submissins N/A Related t Pet Trust and restricted access, this is where dnatins are made n a Cnstituent s behalf Summary Tab The Summary tab displays an verview f an individual cnstituent. The fllwing table identifies the frames available and a descriptin f each. 10 Last Revised Date: August 24, 2017

11 Frame Descriptin Revenue summary Displays infrmatin abut the ttal giving received frm the cnstituent. If the cnstituent is a member f a cnstituent husehld, yu can als view the ttal giving received frm the husehld. Recent revenue Displays the mst recent revenue transactins received frm the individual. (Further details in the Revenue View training material) Recent and upcming activities Displays the mst recent r pending interactins r activities assciated with the cnstituent. Recent and upcming cmmunicatins Displays the mst recent r pending cmmunicatins assciated with the cnstituent. Cntact Tab On the Cntact tab, yu can view and add the cnstituent s addresses, phne numbers, addresses, and scial media accunts. Persnal Inf Tab On the Persnal Inf tab, yu can view and manage persnal infrmatin abut the individual cnstituent. The fllwing table identifies the secnd-tier tabs available, and includes a descriptin f each. Last Revised Date: August 24,

12 Tab Descriptin View and manage persnal infrmatin abut the cnstituent including. nickname, maiden name, birth date, website, interests, demgraphics (including ethnicity), and alternate lk up IDs (such as frm legacy systems). Persnal Accmmdatin Requirements and Dietary Restrictins are labeled here. In the case where Other is selected, the details can be fund in the Attributes Tab Yu can als manage name frmats used n crrespndence mailings, and add aliases, including frmer names, acrnyms, and alternate names. Cnstituencies Yu can view and manage the cnstituencies the cnstituent has with yur rganizatin. Name Frmats In the Name frmats frame, under the secnd tier persnal tab, yu can see the multiple addresses and salutatins fr cmmunicating with a cnstituent. The primary addressee is hw the cnstituent requests t be addressed n envelpes and labels. The primary salutatin is hw the cnstituent requests t be greeted in cmmunicatin. 12 Last Revised Date: August 24, 2017

13 Cnstituencies Tab Cnstituencies define the affiliatins cnstituents have with yur rganizatin. A cnstituent can have multiple cnstituencies that can start, end, and verlap. Yu can use cnstituencies t define these relatinships and grup similar cnstituents in queries, mailings, and reprts. Cnstituency Types CANNON CRM prvides several system-defined cnstituency types. Sme can be manually added t cnstituent recrds, and sme are added autmatically by perfrming certain tasks. Yur rganizatin can als cnfigure additinal cnstituencies t meet yur unique needs. These cnstituencies are referred t as user-defined. The fllwing table is an verview f the different Cnstituencies and the criteria n hw they are assigned (Nte: rder n the table defines the Cnstituency hierarchy): Cnstituency Cnstituent Type Descriptin/Business Rule Alumnus Individual An individual with an educatin recrd frm UfG, Ridgetwn, r Kemptville with a status f "Graduated." Assciate Alumni Individual An individual wh has been named an Assciate Alumni. Bard f Gvernrs Individual An individual wh is currently a member f the Bard f Gvernrs f UfG. Bard f Trustees Individual An individual wh is currently a member f the Bard f Trustees f UfG. Frmer Bard f Gvernrs Frmer Bard f Trustees Individual Individual An individual wh is a frmer member f the Bard f Gvernrs f UfG. An individual wh is a frmer member f the Bard f Trustees f UfG. Faculty/Staff Individual An individual wh has an emplyment recrd with a UfG entity with a jb schedule = Active Advancement Staff Individual An individual internal t UfG Advancement with Advancement respnsibilities. UfG Retiree Individual An individual wh has an emplyment recrd with a UfG entity with a schedule f "Retired." Student Individual An individual with an educatin recrd frm UfG, Ridgetwn, r Kemptville with a status f "Currently Attending." Parent f Current Student Individual An individual with a "Parent" relatinship t a currently attending student (i.e. smene with the "Student" cnstituency). Last Revised Date: August 24,

14 Cnstituency Cnstituent Type Descriptin/Business Rule Parent f Alumnus Individual An individual with a "Parent" relatinship t a graduate f UfG (i.e. smene with the "Alumnus" cnstituency). Vet Clinic All An rganizatin that is a vet clinic (required in rder t be part f the Vet Prtal system). Fundatin Organizatin An rganizatin that is a charitable fundatin. Gvernment Organizatin An rganizatin that is a level f gvernment. Assciatin Organizatin An rganizatin that is an assciatin. Crpratin Organizatin An rganizatin that is a crpratin Majr dnr All A cnstituent with a lifetime giving ttal (including recgnitin credit and all revenue types) greater than r equal t $25,000. Tp Prspect All A prspect that has been identified by Dnr Relatins taking the current pipeline f $ r mre (maintained by Dnr Relatins). Prspect All A cnstituent that has been apprved as a Prspect (added by ne f the Prspect Management prcesses). Planned giver Individual A cnstituent with a verified planned gift n their recrd. Lyal dnr All A cnstituent wh has given (including recgnitin credit and all revenue types) fr 5 cnsecutive years. Dnr All A cnstituent wh has given (including recgnitin credit and all revenue types) within the past 5 years. NOTE: this des nt include Pledge payments (includes ONLY the verall Pledge) Recgnized dnr All A cnstituent wh has been included in a recgnitin prgram (Crprate Leaders, Lifetime Giving Cuncils, J.D. MacLachlan Sciety, Order f OAC, President's Cuncil). Event registrant All An individual wh has registered fr an event (histrical r current). Cmmittee member All A cnstituent wh is a member f a cmmittee in CANNON. Event Vendr All A cnstituent wh has been added as a Vendr n an Event expense. Relatin nly Individual A cnstituent with a relatinship with anther cnstituent, but n ther cnstituency assigned. Bank Organizatin An rganizatin that has been set up as a bank in the Treasury area. Cmmittee Grups A grup wh with certain capabilities (can crdinate events, can slicit revenue r can set gals). Tributee/ Acknwledgee Only Individual A cnstituent wh is a tributee r an acknwledgee with n ther cnstituencies. Fundraiser Individual An individual wh is respnsible fr raising funds (r supprting anther fundraiser including Deans/Assciates, Senir Administratrs). This cnstituency is required t permit access t many prspect related activities/reprts 14 Last Revised Date: August 24, 2017

15 UfG Entity Organizatin An rganizatin that is a cllege, department, r ther business unit at UfG. T View a Cnstituency On the Cnstituencies tab f a cnstituent recrd, yu can add and manage cnstituencies. T View a Cnstituency t a Cnstituent: 1. Open the cnstituent recrd. 2. Select the Persnal Inf tab. 3. Select the Cnstituencies secnd-tier tab. Cnstituent Relatinship Managers A Fundraiser assigned t maintain the relatinship with a cnstituent. This is nt t be cnfused with the Prspect Manager (Defined in Prspect Management training). We are currently nt using Cnstituent Relatinship managers Relatinships Tab Relatinships are familial, scial, r prfessinal assciatins fr the cnstituent. A relatin must have a cnstituent recrd in the database. Relatinship Infrmatin is tracked n multiple secnd-tier tabs. The fllwing table identifies the secnd-tier tabs available, and includes a descriptin f each. Tab Descriptin Relatinships View and manage the relatinships and emplyment histry fr the cnstituent. Last Revised Date: August 24,

16 Tab Descriptin Grup Members View infrmatin abut the grups r husehld the cnstituent is a member f. Relatinship Tree View a relatinship tree f a hierarchal view f the cnstituent s relatinships entered n the Relatinship tab. Extended Relatinships View rganizatin with a cnfirmed relatinship with the cnstituent. View all relatinships identified by WealthPint fr an individual cnstituent, cnstituent grup, r husehlds. Individual Relatinships Individual relatinships are the peple with whm the cnstituent is assciated including spuse, friend, family member, r business assciate. Organizatin Relatinships Organizatin relatinships are the businesses, fundatins, agencies, and ther rganizatins that have an assciatin with the cnstituent. Grup/Husehld Relatinships A grup r husehld relatinship is the relatinship a cnstituent has with a grup r husehld recrd. Having a relatinship with a husehld r grup des nt mean the cnstituent is a member f the husehld r grup. A cnstituent may have a relatinship with a grup because he prvides a service, but he may nt be a member f the grup. A husehld may have a relatinship with anther husehld because they are neighbrs. The neighbrs are nt members f each ther s husehld, but the tw husehlds have a relatinship with each ther. Relatinship Tree tab The Relatinship Tree tab displays all f the cnstituent s relatinships entered n the Relatinships tab. Yu can view each relatinship r view all relatinships fr each entry in the relatinship tree. 16 Last Revised Date: August 24, 2017

17 Revenue The Revenue tab displays infrmatin abut revenue assciated with the cnstituent. Yu can als view and define the cnstituent s recgnitin defaults. Revenue Infrmatin is tracked n multiple secnd-tier tabs. The fllwing table identifies the secnd-tier tabs available, and includes a descriptin f each. Tab Descriptin Revenue Summary Displays a cumulative summary f a cnstituent s revenue. Fr an individual cnstituent assciated with a husehld, it displays the ttal giving balance fr the individual and the husehld the cnstituent belngs t. Revenue Histry Displays a histry f all the revenue items received frm the cnstituent. Revenue detail infrmatin displays in the grid. Yu can view the recrd f a transactin assciated with the cnstituent. In the grid, click the revenue type name fr the revenue yu want t pen. Recgnitin Displays the recgnitins the cnstituent has achieved, the recgnitin levels the cnstituent has specifically declined t be included and the histry f the naming pprtunities assciated with the cnstituent. Recgnitin Summary Displays a cumulative summary f a cnstituent s recgnitin credits. Fr individuals assciated with a husehld, yu can view the ttal recgnitin credit fr the individual and fr the husehld. Last Revised Date: August 24,

18 Tab Descriptin Recgnitin Histry Displays the histry f the recgnitin credits assciated with the cnstituent s gifts t yur rganizatin. Fr cnstituent husehlds, yu can view infrmatin abut the recgnitin credits fr bth the husehld and its members. Mre inf with respect t Recgnitin Credit and filters in Revenue View training dcumentatin Gifts View planned gifts and matched gifts f the cnstituent. Tributes View and manage tributes fr the cnstituent. Memberships Tab The Memberships tab displays all f the memberships fr the cnstituent, including the prgram name, level, and status. Yu can manage several aspects f the cnstituent membership frm this tab. Vlunteer Tab The Vlunteer tab displays several secnd-tier tabs that cntain infrmatin abut traits, availability, vlunteer types, and ntes fr the cnstituent. Yu can add, edit, and delete infrmatin frm these tabs. Prspect Tab The Prspect tab displays several secnd-tier tabs that cntains infrmatin t help yu track prspect infrmatin fr ptential majr dnrs t yur rganizatin. Yu can add, edit, and delete infrmatin frm the tabs. Educatin Tab On the Educatin tab, yu can stre infrmatin regarding any higher learning institutins a cnstituent attends r attended and ther educatin-related infrmatin. When University f Guelph is entered in Educatin, the cnstituent will autmatically be added as an Alumnus Cnstituency with further details in the ntes. The Year defined at the end f a Cnstituent s name reflects the Primary Educatin. 18 Last Revised Date: August 24, 2017

19 Dcumentatin & Interactin Tab ImageNw will cntinue t be used t stre the fllwing: Gift Agreements, Prpsals, Terms and Cnditins, Planned Gift Dcumentatin CANNON CRM t hld Transactinal dcuments, Appeals, Event invitatins, cntact reprts, letters On the Dcumentatin & Interactin tab, yu can use secnd-tier tabs t manage helpful and interesting infrmatin abut yur cnstituent. The fllwing table identifies the secnd-tier tabs available, and includes a descriptin f each. Tab Descriptin Dcumentatin Summary View and edit all nte infrmatin in the database related t this cnstituent. When yu edit existing nte infrmatin frm this lcatin, the related functinal area is als updated. View and manage ntes, media links and websites. Cnstituent Dcumentatin This will be where all research incrprated dcuments will be kept (eg. Prfiles, bis, etc) Surveys View the surveys yur rganizatin has sent the cnstituent r the cnstituent has participated in. Yu can manage infrmatin abut the survey such as related cnstituent respnses and dcumentatin. Interactins View and manage interactins and respnses fr the cnstituent. Ntes Last Revised Date: August 24,

20 Ntes allw yu t create separate categries r types f ntes and assign security t the infrmatin they cntain based n the ntepad type. Interactins Ntes will nt tie in with specific Plans, Cntact Reprts r Interactins. Ntes will be used as FYIs and limited access t wh can add this. Histrical ntes fund in AIM will be placed here. Interactins are specific cmmunicatin activities and actins yur rganizatin takes t build a relatinship and secure a dnatin frm a cnstituent. Yu can manually add interactins assciated with a cnstituent. Shuld be filed t capture discussins with Cnstituents at events, r utside f a Plan. Can als be filed after unplanned exchanges with a Cnstituent (ie. unplanned phne calls, drp ins) Mre detail under Prspect Management training material. T Add an Interactin: 1. Open the cnstituent recrd. 2. Select the Dcumentatin & Interactins tab. 3. Select the Interactins secnd-tier tab. 4. On the actin bar, click 5. On the Add an interactin windw cmplete the fields: In the Summary field, enter a shrt summary t help identify and describe the bjective f the interactin. In the Status field, select whether the interactin is cmplete r pending. Enter a date when the interactin will take place and select a cntact methd. Cmplete any ther applicable fields and ptins. The Participant is used when ther individuals are invlved in the interactin. All individuals listed in the Participants will have the same interactin n their cnstituent recrd. (eg. Spuse, key influencer) Substantial Interactin this checkbx is used by Fundraisers. They are treated similar t a Cntact Reprt but nt related t an existing Plan (see Prspect Management Training Material fr further infrmatin) 6. Click Save. 20 Last Revised Date: August 24, 2017

21 Cmmunicatins Last Revised Date: August 24,

22 On the Cmmunicatins tab, yu can view and manage the varius cmmunicatins and appeal mailings sent t the cnstituent. The fllwing table identifies the secnd-tier tabs available, and includes a descriptin f each. Tab Descriptin Cmmunicatins View all mail and cmmunicatin yur rganizatin has with the cnstituent. Appeals View and manage infrmatin abut each appeal, such as it date, mailing, and the cnstituent respnse t the appeal. Preferences View and manage the cmmunicatin preferences fr the cnstituent. Newsletter View infrmatin abut nline newsletters sent t the cnstituent. The Name clumn lists the names f the newsletters sent t the cnstituent. Cmmunicatins Tab The Cmmunicatins tab displays the varius frms f bulk cmmunicatin yur rganizatin has with the cnstituent. These cmmunicatins might include newsletters, revenue receipts and acknwledgments, and event invitatins. Fr each cmmunicatin, yu can view the date f the cmmunicatin, its type, and whether the cnstituent respnded t the cmmunicatin. If the Cmmunicatin type is a General Crrespndence, the details will define the cdes that can be used with recrds that are stamped n a BULK cmmunicatin. Here is a list f the crrespndence cdes that are used: Name Descriptin Affinity Partners Manulife, TDMM, MBNA, Pets Plus Annual Fund Stewardship Generic Annual Fund Stewardship Birthday Cards Mass mailing f birthday cards Class Newsletter CBE, CBS, CA, CPES, CSAHS, OAC, OVC Class newsletters that are sent based n the described Clleges 22 Last Revised Date: August 24, 2017

23 Endwment Reprts Endwment Reprts sent by Dnr Relatins Event Crrespndence Generic Event Cmmunicatin (nt invitatins) First Time Dnr Brchure Annual Fund Mailing t first time dnrs Gvernrs Cuncil Newsletter Dnr Relatin Newsletter t tp dnrs Hliday Cards Annual bulk hliday card mailing Impact Reprt Cmbined Dnr Relatins and Alumni Affairs Reprt Library Newsletter Annual Fund mailing t Library dnrs Milestne Recgnitin Alumni Prgram fr baby, new huse, marriage, etc. OVC Pet Trust Best Friends Newsletter Pet Trust dnr Mailing Stewardship Reprts Dnr Relatins reprts t dnrs Preferences Tab On the Preferences tab, yu can manage the cmmunicatin preferences fr the cnstituent. Cmmunicatin preferences help ensure yur rganizatin cmmunicates with cnstituents in ways they prefer. Slicit Cdes Slicit cdes prvide a cnvenient methd fr flagging cnstituents as exceptins t the rule fr yur Fundraisers. These cdes tell yu there are certain rules t fllw when cmmunicating with the cnstituent. Here is a list f all f slicit cdes that currently exist: Last Revised Date: August 24,

24 Mail Preferences Mail preferences allw yu t view specifics abut hw a cnstituent wants t receive mail. (A particular newsletter t be sent by address and receipts t be sent t primary address) NOTE: If the slicit cde has a D/N , this will verride the mail preference n a effrt? Histry This tab will mainly be used fr Recrds Team The Cnstituent Histry tab displays an audit f the changes made t the cnstituent recrd. 24 Last Revised Date: August 24, 2017

25 On the Histry tab, yu can view the changes and revisins made t the cnstituent recrd. On the Origin tab, cnstituent rigin infrmatin is used t track the surce f the cnstituent recrd. If a cnstituent cmes t yur rganizatin as a vlunteer, yu might assign the cnstituent a surce f Vlunteer. Attributes Tab On the Attributes tab f a cnstituent recrd, yu can view and manage cnstituent attributes. Yu can use attributes t stre specialized infrmatin abut a cnstituent when n field r tab exists fr that infrmatin. Dietary Restrictins in the Persnal Inf tab labelled as ther can be fund here Smart Fields Tab Smart fields prvide users quick access t specific, calculated infrmatin that therwise wuld require time and the cnfiguratin f queries and reprts t view. Organizatin Cnstituents Organizatin recrds track infrmatin abut the cmpanies, businesses, assciatins, schls, clubs, and fundatins assciated with yur rganizatin. The Organizatin Recrd Much f the infrmatin n rganizatin cnstituent recrds is rganized n tabs. The fllwing table identifies the tabs that are specific t an rganizatin recrd with a descriptin f each. Tab Secnd-tier tab Descriptin Organizatin inf Organizatin Cnstituencies Manage the rganizatin details, demgraphics, matching gift cnditins, alternate lkup IDs, and interests. Manage aliases acrnyms, alternate names, and cnstituencies. Crprate Inf View infrmatin abut the revenue, emplyees, r prspects plans f rganizatins in the Crprate structure hierarchy. Last Revised Date: August 24,

26 Tab Secnd-tier tab Descriptin Relatinships Relatinship Relatinship Tree Track individuals and rganizatins the rganizatin is assciated with; Primary Cntact and Cntact Types are fund here. Organizatin Histry View and manage parent and crprate merger histry infrmatin. Primary Cntact This is the individual is identified as the main cntact fr verall interactins with the rganizatin. The individual identified will receive general cmmunicatins, reprts and annuncements. There can nly be ne primary cntact fr every Organizatin. This can be fund in the Relatinships tab n an Organizatin Recrd and n the Cnstituent Recrd respectfully. Hw t identify wh is the Primary cntact and determine the Cntact Type: 1. On the Organizatin recrd, g t the Relatinships Tab 2. Click n the Type t filter by the Type clumn 3. If there is Primary Cntact selected, the individual will be identified here Click here t filter by Type Cntact Types It is the respnsibility f the Prspect Manager f the Organizatin t ensure the Primary Cntact is up t date. The Prspect Manager will recrds@uguelph.ca t advise any changes made t the Primary Cntact and prvide the details f required infrmatin. It is imprtant t ensure cntact infrmatin is kept up t date specifically fr Organizatins. When an individual is identified as a cntact fr an Organizatin, based n their cntact type; that individual will be where certain infrmatin is delivered r cmmunicated t. An individual can nly have ne cntact type. The fllwing table identifies the types f Cntacts an individual can be identified as: 26 Last Revised Date: August 24, 2017

27 Cntact Type Descriptin General Fundatin/Crprate Dnatins Executive Endwment Event Crdinatr Media Cntact Accunts Payable Assistant Influencer Legal Cunsel Spnsrship Recruiter Matching Gift Crdinatr Award T be used typically when there is nly ne cntact fr the Organizatin *this is typically the mst cmmn cntact type T be used with relating t dnatins, gifts An Executive member is main cntact n executive matters The individual wh will receive infrmatin with respect t endwments (If there an endwment cntact des nt exist, the reprt will be sent t the cntact specified as General) T cntact specifically fr events and event type crdinatin Any discussins pertaining t scial media, news releases, etc. Individual fr all Revenue/Finance type questins and/r related infrmatin An assistant t the rganizatin and pssibly main cntact t schedule cntact with an executive An individual wh has a large impact t the Organizatin utside f the ther main emplyee rles (eg. Family member) Typically an individual used fr Planned Gifts and legal discussins (eg. Pwer f attrney, lawyer) Individual t cntact when discussing cntributing t the University as a Spnsr (usually in relatin t an event crdinatr) The Organizatin s cntact t discuss recruiting (emplyment pprtunities, vlunteer) T discuss specific gifts where Organizatin is matching a gift Individual t cntact fr receiving an award and/r distributin Grups It is the respnsibility f the Prspect Manager f the Organizatin t ensure the Cntact infrmatin is up t date. The Prspect Manager will recrds@uguelph.ca t advise n any changes made t the Cntact infrmatin and specify the cntact type based n the table abve. Cnstituent grups help yu track the activities and giving f everyne included in the grup. Cnstituent grups als help yur rganizatin recgnize revenue received as cming frm the grup rather than an individual. Last Revised Date: August 24,

28 The Grup Recrd Much f the infrmatin n grup cnstituent recrds is rganized n tabs. The grup recrd has the same tabs as the Individual recrd. The fllwing table identifies the tabs that are specific t a Grup recrd and includes a descriptin f each. Tab Secnd-tier tabs Descriptin Summary N/A Displays an verview f a grup cnstituent, including the revenue, activities, and grup members. Members N/A Displays all active members f a grup. Yu can define rles fr each f the grup members and specify the start and end dates fr the rles. Details Details Cnstituencies Manage data including demgraphics, alternate lkup IDs, interests and cnstituencies. Relatinships Relatinships Relatinship Tree Track individuals and rganizatins with whm the grup is assciated. Cmmittees Cmmittees are a specialized type f grup in CANNON CRM. The Cmmittee Recrd The tabs n cmmittee cnstituent recrds are the same as the grup cnstituent recrd with the additin f the Cmmittee tab. The secnd tier tabs available n the Cmmittee tab, depend n the ptins yu select when yu create the recrd. If the cmmittee crdinates events, the recrd has an Events secnd-tier tab. If the cmmittee slicits revenue and sets fundraising gals, the recrd has a Fundraising gals and a Campaigns secnd-tier tab. 28 Last Revised Date: August 24, 2017

29 If the cmmittee sets cmmittee gals, the recrd has a Cmmittee gals secnd-tier tab. The fllwing table identifies the secnd-tier tabs available n the Cmmittee tab and includes a descriptin f each. Tab Secnd-tier tabs Descriptin Cmmittee Summary View an verview f the infrmatin n the Fundraising gals, cmmittee gals, Campaigns and Event secnd-tier tabs. Fundraising gals View and manage the cmmittee s prgress tward raising a specified amunt. When the grup is listed as a slicitr n revenue, the sum f the revenue is tracked autmatically as prgress tward the gal n the Gals tab. Cmmittee If a cmmittee is a fundraiser fr a campaign, the gals f the campaign are displayed. Cmmittee gals View and manage gals that are nt mnetary in nature. Cmmittee gals exist nly if the cmmittee can set nnmnetary cmmittee gals. Campaigns View and manage gals fr the campaign. Events View and manage the events the cmmittee will help crdinate. Last Revised Date: August 24,