Account Manager: Firms

Transcription

1 Account Manager: Firms Adding a Firm o The firm must have a unique firm name, Donation Tracker does not allow duplicate firm names o The firm must have an address o They should be mapped in your Campaign Map structure General Info. Tab o Contact name, Contact Title, Account Executive, ECC, CEO fields are all stored from campaign year to campaign year It is important to understand that updating these five fields will reflect a certain year, and it is important to know when updating these fields which year you are making changes to You can control what year you are seeing for all the information in the firm s account by going to the Campaign Variable Info. tab and selecting the campaign year you want to see, or make changes to All variable fields will default to the year set as your working campaign You can change your working campaign year by going to Tools, Change Working Campaign o You can then select the campaign year that you want as your working campaign and it will reflect on all the fields that relate to your working campaign year

2 o Parent Firm Linked field Used commonly for school districts, city and county government, and pledges from other United Ways o Account Executive, ECC, CEO Linked fields o Attention & Greeting They are not automatically updated like they are for individuals Campaign Var. Info. Tab o Every field, and every checkbox found here is directly related to the Campaign Year at the top of the Campaign Var. Info. tab o Firm projected amount is your goal for what you would like to receive from this firm/employees o Firm reported amount is usually verbal and is not put in as a pledge because it wasn t documented, just mentioned verbally You can run a report showing what has been entered for this firm through Envelope Wizard in comparison to what they said, verbally, they give This report is the Campaign Map Group Summary Report with Reported Totals o Actual pledges would be put into Envelope Wizard

3 Agency Info. Tab o Any firm can be a designated agency o Typically, designated agencies are nonprofits such as American Red Cross o Any firm that is checked as a designated agency can be classified by Agency Type In this example, American Red Cross is a United Way Partner Agency You can choose the agency type by the drop down list and this list is customized by you in System Setup o Parent Agency Name is similar to Parent Firm but is related to designations o Is the Default Designated Agency should usually be left unchecked, most United Ways have their default designated agency set to their General Fund, for example o Get Totals button will show how much has been designated to this particular agency and for what years

4 Usually used when non-united Way agencies call in to see how much money they are getting from designations o Import Format and Agency ID# is used with the Smart Import Routine Our Smart Import Routine is a separate module for Donation Tracker, please call us if you want more information about it Buttons o Tools button Allows you to convert a firm to an individual Allows you to update employee addresses

5 Allows you to update child firm addresses o Giving Summary button The difference with this button between individuals and firms is the reports For firms, you have two reports to choose from o Firm Summary and Parent Firm Summary

6 o Transactions button Just as with individuals, you have the ability to see all the details for every transactions The + sign will show you will show you more detail underneath each transaction For example, Employee Pledges (46), by clicking the + sign you can see each employee that pledged and how much they pledged To find a specific employee, you can right click and sort by natural order, donor name, pledge amount, or pledge type

7 By right clicking on any transaction listed on the transaction screen, it will give you options such as; delete pledge, delete payment, delete envelope, merge envelope, reassign envelope owner, add pledge Anytime you delete, such as a payment, it will ask you if you are sure you want to delete and also requires you to enter the reason you are deleting the payment o You must save the screen to be sure the payment was deleted o All deletions are tracked and logged Merge envelopes allows you to merge two envelopes together Reassign envelope owner moves all of the giving from one company to another In the transaction screen, you also have the ability to add a pledge to any envelope You can use the Print button on the bottom left hand corner of the screen to print any report you need Such as; envelope reports, payment reports, pledge reports