CRM 101. Introduction

Transcription

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2 Intrductin Welcme t CRM 101. We are pleased t rll ut training t all UC Advancement staff and key external users, and CRM 101 is the fundatin curse fr all training activities. In this curse yu will learn basic navigatin and functins f CRM. As yu get started, here are a cuple f things t keep in mind: CRM is very different than Advance. In Advance, yu were required t fllw a specific series f steps t access different areas f the database. CRM is mre like navigating a website there are links built in t take yu directly t infrmatin n different pages. There are several different ways t get t infrmatin in CRM. Use this curse as a starting pint t learn abut basic navigatin; yu may discver n yur wn that there are ther ways t navigate CRM that are mre suitable fr yur wn needs. The transitin t CRM will change many f ur business prcesses because CRM has s many mre features than Advance. One f the biggest changes is that we are mving t a decentralized mdel: rather than a few key peple pushing ut imprtant infrmatin frm Advance t UC and UC Advancement staff, everyne will nw be respnsible fr lgging int CRM t retrieve key infrmatin. As yu attend training, please keep this change in mind depending n yur rle, yu may be respnsible fr ging int CRM t access infrmatin that previusly wuld have been prvided t yu by smene else. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 1

3 TABLE OF CONTENTS Overall Lessn Objectives 4 The Basics 5 Navigatin 7 Lessn Objectives 7 Navigatin Cmpnents 7 Menu Bar 8 Navigatin Bar 11 Explrer Bar 13 Custmize the Hme Page 14 Manage Shrtcuts 15 Cnstituents 17 Lessn Objectives 17 The Cnstituents Page 17 Cnstituent Recrd Types 18 Cnstituent Search 19 The Individual Recrd 22 Summary Tiles 22 Cnstituent Tabs 24 The Explrer Bar 48 Organizatin Cnstituents 51 The Organizatin Recrd , Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 2

4 Husehlds 55 The Husehld Recrd 55 Revenue 57 Revenue Functinal Area 57 Search fr a Revenue Recrd 58 Navigating the Revenue Recrd 60 PaperSave 63 Cmmittees and Recgnitin Grups 64 The Cmmittee Recrd 64 Grups 67 The Grup Recrd 67 Recgnitin Grups 68 Recgnitin Prgram Recrd 69 Access Recgnitin Prgram Infrmatin n a Cnstituent Recrd , Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 3

5 Overall Lessn Objectives After yu cmplete this lessn, yu will be able t: Lg-in, lg-ut, change yur passwrd Identify navigatin cmpnents. Identify and access functinal areas in Blackbaud CRM. Cnduct an Applicatin Search. Access Help Custmize the Hme page. Manage shrtcuts View a navigatin tree. Access the Cnstituents page Search fr a cnstituent Navigate the tabs n an individual cnstituent recrd Establish relatinships between cnstituents Add ntes, media links, and attachments Navigate t the cnstituent pages accessible n the explrer bar Navigate the tabs n an rganizatin cnstituent recrd Navigate the tabs n a grup r cmmittee recrd View a husehld recrd Navigate t the Revenue functinal area. Describe the different revenue applicatins. Search fr a revenue transactin. Navigate the Revenue recrd. Access a revenue recrd s Histry page. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 4

6 The Basics: Lgging In and Changing Yur Passwrd Lgging in. CRM is a web-based system. Yu can lg int CRM frm anywhere. T lg-n: 1. Enter yur lg-in. 2. Enter yur passwrd. 3. Click lgin. Changing yur passwrd. 1. After lgging in, lcate yur user name in the upper right hand crner f the screen. 2. Click n the black arrw next t yur name fr a drp dwn menu. 4. Click change passwrd and fllw the prmpts t change yur passwrd. Select a unique passwrd. 3. Make a nte f yur new passwrd. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 5

7 Lgging ut: Use the same drp dwn menu t lg ut frm CRM by clicking lg ut. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 6

8 NAVIGATION The purpse f Blackbaud CRM is t manage the relatinships and interactins we have with the individuals and rganizatins that supprt ur missin and fundraising effrts. The prgram prvides many features t help yu navigate thrugh, access, and share yur infrmatin. Navigatin Cmpnents Each area f the prgram shares similar cmpnents t help yu navigate. These cmpnents include the menu bar, navigatin bar, and explrer bar. Menu Bar Navigatin Bar Explrer Bar 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 7

9 Menu Bar Frm the Menu Bar yu can access the rganizatin calendar add new recrds, r search fr a recrd r feature. Depending n yur system rle, yu can als use the Welcme menu t change yur passwrd r run the prgram as anther user. Applicatin Search Yu can use the applicatin search functin t find a specific feature, RSS feed, r recrd. The tp f any applicatin page displays a Find field and a menu f search ptins. As yu are learning the system, take advantage f this feature t bring yu t a page if yu can t remember hw t get there. T Perfrm a Search: 1. Enter yur search criteria in the Find field. 2. Click the search type n the Search drp dwn menu. 3. Click the magnifying glass t perfrm the search. 4. In the search results, click the item yu want t pen. Try it: Navigate t the applicatin search. Select applicatin features. Type cnstituent and view yur results. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 8

10 The Add New functin can quickly add an rganizatin, individual, payment, r ther actin available. This feature is limited t data management team and certain administratrs. The fllwing table identifies the search types available in the Applicatin Search and includes a descriptin f each. Search Type Descriptin All Features search A quick navigatinal tl that searches pages, tasks, and RSS feeds. T perfrm a feature search, click All Features in the search menu. RSS feeds search Yu can t search fr RSS feeds that meet yur criteria. T perfrm an RSS feed search, click RSS feeds in the search menu. Quick find search Yu can search fr and pen specific recrds. T perfrm a quick find search, chse a functinal area frm the search menu. Help Tab The Help feature is a tabbed panel that allws Help tpics t be accessed directly in while lgged int the CRM. When yu click Help, a panel appears frm the right side f yur screen and can be detached fr easy viewing. The Help Panel displays cntent specific t yur page r screen. The fllwing table identifies the key tpic areas within the help tab and includes a descriptin f each. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 9

11 Clicking the blue questin mark n the right side f the tab pens the Help Tab. Clicking here allws yu t mve the help tab pane arund yur screen. Help Area Descriptin New Features Highlights new features and changes t existing features. A dwnladable guide and related tpics are als available here. Vides Redirects yu t help vides available n Blackbaud.cm Knwledgebase Links yu t Blackbaud s supprt site t search fr resurces. Ask the Cmmunity Redirects yu t help cmmunities available n Blackbaud.cm Try it: Click the blue questin mark t pen the help tab. Click t undck it and mve it arund yur screen. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 10

12 Navigatin Bar Functinal Areas The functinal areas available in Blackbaud CRM depend n the security rights and systems rles assigned t yu. The fllwing table identifies the functinal areas and includes a descriptin f each. Functinal Area Descriptin Cnstituents Manage the infrmatin related t the cnstituents wh interact with and supprt yur rganizatin. Marketing and Cmmunicatins Manage the marketing effrts used t slicit dnatins. Yu can als manage cmmunicatins with cnstituents. Revenue Manage revenue transactins received frm cnstituents. Events Manage infrmatin related t the fundraising events yu have. Prspects Manage infrmatin abut prspects wh have the ptential t give yur rganizatin a majr gift. Vlunteers Manage infrmatin abut the vlunteers wh vluntarily perfrm a task r specialized piece f wrk fr yur rganizatin withut pay. Fundatins Manage the fund grant prgrams yu have identified fr ptential funding surces. Spnsrship Manage spnsrship pprtunities fr cnstituents. Fundraising Manage the reasns yur rganizatin raises mney and hw t designate gifts yu receive. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 11

13 Functinal Area Descriptin Treasury Manage yur rganizatin s bank and accunt infrmatin. Web Manage yur internet presence. UCF Reprt Area Precnfigured reprts that can be filtered. Analysis Manage the queries and reprts used t analyze the data in Blackbaud CRM. Administratin Manage security rights and system rles fr applicatin users. Yu can als cnfigure certain areas in Blackbaud CRM. Papersave Set-up t view and save dcuments. Interfaces Manage batches fr Campus Call. Wrkflw Manage the steps included in a prcess. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 12

14 Explrer Bar Prvides tls t add and manage shrtcuts t prgram pages. Depending n the current page, yu can als access related tasks and activities. Displays recently perfrmed searches and recently viewed recrds and pages. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 13

15 Custmize the Hme Page If yur system rle allws, yu can custmize the default Hme page t add and remve tasks. T Custmize the Default Hme Page: 1. On the navigatin bar, click Hme. 2. At the tp right crner f the Hme page, click Custmize. 3. Click Use this layut. 4. In the Functinal Area frame, select a functinal area. The tasks fr the area display in the Task frame. 5. In the Task frame, mark the Shw checkbx fr the tasks t include n the Hme page. 6. Click Save. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 14

16 Try It Using the instructins abve, practice custmizing yur wn hmescreen. This will vary based n yur system rle. Manage Shrtcuts Yu can use the Shrtcuts feature t create shrtcuts t pages and recrds that yu access frequently. Yu can als rganize shrtcuts in the same manner yu custmize yur Hme page. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 15

17 There are 2 ways t Add a Shrtcut: Or: 1. Open the lcatin yu want t save as a shrtcut. 2. On the explrer bar, click the Add this page t shrtcuts link. 1. Frm the Shrtcuts menu n the explrer bar, click Manage my shrtcuts. The My Prfile page displays. 2. Click Add a task. 3. In the Functinal area frame, select the functinal area cntaining the task(s) t which yu want t link. All task display in the Task bx frame n the right. 4. Mark the checkbx fr each task t which yu want t create a shrtcut. 5. Click Save. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 16

18 CONSTITUENTS Cnstituents are the individuals and rganizatins 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 Blackbaud 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. The Cnstituents Page On the Cnstituents page, yu manage all aspects f yur cnstituent recrds. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 17

19 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. 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. Cnfiguratin Cnfigure glbal cnstituent settings such as aut match criteria, cnstituencies, grup types, husehld settings, life changes, relatinship settings, and title cde defaults. Reprts Generate and print cnstituent prfile, recgnitin credits, and tribute reprts. Cnstituent Recrd Types Blackbaud 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. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 18

20 Recrd Type Descriptin 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. Cnstituent Search Use the search screen t find cnstituent recrds. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 19

21 T Search fr a Cnstituent Recrd: 1. On the navigatin bar, click Cnstituents. 2. In the Cnstituents task grup, click Cnstituent Search. 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. 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. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 20

22 Try It Open the cnsitituent search screen and fllw the instructins listed abve t search fr a cnstituent. Search fr Paul Abbinante. Open the recrd. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 21

23 The Individual Recrd On the individual recrd, yu can view infrmatin related t an individual cnstituent. Explrer Bar Summary Tiles Prfile Infrmatin abut the cnstituent displays n summary tiles. Tabs t view and navigate t additinal infrmatin. At the tp f the recrd, prfile infrmatin abut the cnstituent appears in a series f summary tiles. Belw are sme general tile functinality: If yu have rights, yu can add and edit cnstituent infrmatin frm the tiles. Yu can navigate t tabs n the recrd. Yu can navigate t anther cnstituent. Yu can custmize the titles that displays and rearrange the rder. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 22

24 T Custmize the Summary Tiles: 1. Open the cnstituent recrd. 2. Click Custmize tiles. 3. Select the summary tile t view fr all recrds f this type. a. T include a tile, use the arrws t mve the tile name int the Shw titles in this rder list. b. 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. 5. Click Save. a. Select a tile and then use the up and dwn arrws t mve the title int the rder yu want. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 23

25 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. Cnstituent Tabs 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. Nte: Yur rles and respnsibilities will dictate what functins yu are able t access and view within the system. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 24

26 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. 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. Memberships nt being used at this time N/A View and manage infrmatin related t the cnstituent membership prgrams. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 25

27 Tab Name Secnd-Tier Tabs Descriptin Vlunteers nt being used at this time 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. Yu will nly see this tab if the cnstituent is identified as a prspect and given this cnstituency. 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. Yu will nly see this tab if the cnstituent is identified as a fundraiser. Online Inf nt being used at this time Online Inf Summary Web Traffic View the cnstituent s nline activity. The Online infrmatin link displays after yu dwnlad and cmmit a sign-up request r user prfile update fr a cnstituent frm yur website. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 26

28 Tab Name Secnd-Tier Tabs Descriptin Educatin N/A View and manage infrmatin related t any higher learning institutins a cnstituent attends r attended. 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. Spnsr nt being used at this time Spnsrship Transactins View and manage spnsrship infrmatin fr a cnstituent. The tab cntains multiple secnd tier tabs t help yu navigate thrugh the infrmatin. 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. Events N/A View the cnstituent event registratin. Smart Fields N/A View smart fields that prvide quick access t specific, calculated infrmatin. Security N/A View and manage the security grups and sites he cnstituent belngs t. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 27

29 Tab Name Secnd-Tier Tabs Descriptin Regin Cdes N/A Cde related t cnstituent s gegraphy. Summary Tab The Summary tab displays an verview f an individual cnstituent. The fllwing table identifies the frames available and a descriptin f each. 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. 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. Can yu find Hw much did Paul Abbinante give in December f 1996? What is the date f his mst recent gift? 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 28

30 Cntact Tab On the Cntact tab, yu manage the cnstituent s addresses, phne numbers, addresses, and scial media accunts. Try it: Navigate t Paul Abbinante s recrd. What addresses are listed fr Paul? Hw many phne numbers des he have? 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 29

31 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. Tab Descriptin Persnal 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). 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. Try it: Can yu find. Paul Abbinante s age? What is his date f birth? Where did yu find this infrmatin? Nw search fr Carl C. Clintn. Is she married? Has she been divrced? Search fr Barbara S. Smith. What is her nickname? 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 30

32 Name Frmats The name frmats frame shws different addresses and salutatins fr cmmunicating with a cnstituent. The Data Management Team can add multiple addresses and salutatins fr cmmunicating with a cnstituent and can als designate a name frmat as the primary addressee r salutatin. Primary addressee: hw the cnstituent requests t be addressed n envelpes and labels. Primary salutatin: hw the cnstituent requests t be greeted in cmmunicatin. Find it What is the frmal jint salutatin n Paul Abbinante s recrd? 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. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 31

33 These cnstituencies are like hyperlinks; yu can click n them t take yu directly t thse pages in the system. Cnstituency Types Blackbaud CRM prvides several system-defined cnstituency types. Sme can be manually added t cnstituent recrds, and sme are added autmatically by perfrming certain tasks. Cnstituency types carry meaning with them and they matter because they unlck additinal functinality in the database. As nted in the image abve, clicking n them takes yu right t the page in the system where the additinal infrmatin lives. Mst cnstituencies are self-explanatry (e.g., Bard Member, Event Registrant, etc.). In CRM we are able t custmize cnstituencies t meet ur unique needs. These cnstituencies are referred t as user-defined. This is a list f cnstituencies that UC Advancement created fr ur system is listed in the table belw. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 32

34 Cnstituency Type Dnr Definitin Gave in the last 3 years Lyal Dnr Cnsecutive gifts fr three r mre years Recgnized Dnr Member f recgnitin sciety Majr Dnr Gifts f Pledges f $100,000+ Emplyee Staff UC Advancement Staff UC Staff Examples: If yu pen a cnstituent recrd and see Dnr then it means they have given in the last three years. If yu see Lyal Dnr they have given fr three cnsecutive years. Staff means they are a UC but nt Advancement staff member. Emplyee means they wrk fr UC Advancement and nt fr UC. When yu click n certain cnstituencies, typically dnr, prspect, and fundraiser, it changes the way yu view the cnstituent in the system. This is knwn as the cnstituent view and is smething t be aware f in the system. Try It: 1. Search fr the fllwing cnstituent by number: What cnstituencies des this individual have? What d thse cnstituencies mean? 2. Search fr S. Jay Stewart. What cnstituencies des he have? 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 33

35 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. 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. Cmmittees View infrmatin abut the cmmittees the cnstituent is a member f. Individual Relatinships Individual relatinships are the peple with whm the cnstituent is assciated including spuse, friend, family member, r business assciate. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 34

36 Primary Relatinship Tab On the Primary Relatinships tab, yu identify the related individual, determine the relatinships each cnstituent has with the ther, and administratrs can chse hw t apply recgnitin credits fr the relatinship yu are adding. Additinal Relatinships Tab On the Additinal relatinships tab, yu can define the relatinships between the individual and the additinal members f the husehld. Try it: View the relatinships n S.J. Stewart s recrd. Hw many relatinships appear? 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 35

37 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. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 36

38 Clicking the + next t the names will display additinal relatinship infrmatin. Revenue The Revenue tab displays infrmatin abut revenue (previusly called gifts) assciated with the cnstituent. Yu can als view the cnstituent s recgnitin defaults (explained mre thrughly in Recgnitin Grups). Nte this is a majr change revenue is what we typically call gifts. As explained later, the tab called gifts nly applies t matching gifts and planned gifts. Revenue Infrmatin is tracked n multiple secnd-tier tabs. The table belw identifies the secnd-tier tabs available, and includes a descriptin f each. Secnd tier tabs that display additinal revenue infrmatin. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 37

39 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. See mre infrmatin belw. 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. 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. Gifts View planned gifts and matched gifts f the cnstituent. Tributes View and manage tributes fr the cnstituent. Accunts View and manage the cnstituents financial institutin accunt infrmatin. This accunt infrmatin helps ease mnetary transactins between yur rganizatin and the cnstituent. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 38

40 The revenue tab fr a cnstituent is a place where yu will see additinal functinality built int CRM summary infrmatin prvided right n a cnstituent s recrd. Fr example, n the Revenue Histry tab, yu can search and filter by revenue date, type, designatin, and mre. Try it: Navigate t Jay Stewart s Revenue histry tab n his cnstituent recrd. Use the filters and search fr all revenue frm him fr the specific date range f January 1, 2010 thrugh the present. Hw many results display? Reset the search criteria. Under Type filter fr Pledges. Hw many results display? Where wuld yu lk if yu needed t find whether Mr. Stewart has any matching gifts? Hw many shw up? 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 39

41 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. Nt every cnstituent is a prspect. Yu will nly see this tab if smene is given the cnstituency f prspect. This tab then unlcks additinal functinality related t the cnstituent as a prspect. T navigate t the prspect tab, there are different ptins: Click n the blue prspect tab. Click n the Prspect in the list f cnstituencies under the cnstituent s Lkup ID. Nte: Cmplete infrmatin regarding this tab and functinality is cvered in the prspect develpment training fr develpment fficers and ther relevant staff. Educatin Tab On the Educatin tab, yu can stre and view infrmatin regarding any higher learning institutins a cnstituent attends r attended and ther educatin-related infrmatin. As many f ur dnrs are alumni, this will shw imprtant infrmatin including cllege, graduatin year, degree, etc. This is all fund by clicking the chevrn next t schl name. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 40

42 The Educatin tab is the place t find infrmatin abut whether a cnstituent is an alumnus, when they graduated, which cllege they attended, degree(s), etc. Try it: Navigate back t Jay Stewart s recrd. Is he an alumnus f UC? What cllege(s) did he graduate frm and what degree(s) did he earn? Time saving tip! Remember cnstituency cdes? Alumnus is a cnstituency cde clicking alumnus n the cnstituent s recrd will take yu directly t the educatin tab f their recrd. Dcumentatin & Interactin Tab On the Dcumentatin & Interactin tab, yu can use secnd-tier tabs t manage helpful and interesting infrmatin abut yur cnstituent. The chevrns allw yu t expand and cllapse additinal infrmatin. The fllwing table identifies the secnd-tier tabs available, and includes a descriptin f each. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 41

43 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. Cnstituent Dcumentatin View and manage ntes, media links and websites. 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 Ntes allw yu t create separate categries r types f ntes and assign security t the infrmatin they cntain based n the ntepad type. Yu can view existing ntes n the cnstituent recrd by clicking the chevrn next t the nte. When adding a nte, the system will default t the user as the authr. T Add a Nte t a Cnstituent Recrd: 1. Open the cnstituent recrd. 2. Select the Dcumentatin & Interactins tab. 3. Select the Cnstituent Dcumentatin secnd-tier tab. 4. On the actin bar, click Add nte. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 42

44 5. On the Add a nte windw: Select the nte type. Enter a title and date. Enter yur name as the authr. Enter additinal infrmatin in the Ntes field. 6. Click Save. Try it: Jay Stewart received the Citizen f the Year award this mnth in Naples, Flrida. Add this as a nte t his recrd. Attachments Attachments allw yu t attach items including a cntract, bi, and newspaper article t the cnstituent recrd. T Add an Attachment t a Cnstituent Recrd: 1. Open the cnstituent recrd n which t add an attachment. 2. Select the Dcumentatin & Interactins tab. 3. Select the Cnstituent Dcumentatin secnd-tier tab. 4. On the actin bar, click Add attachment. 5. On the Add an attachment windw: Select the type f attachment. Add a title and date. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 43

45 6. Click Save. Enter yur name as the authr. Attach a file. Interactins 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. 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 Add. 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. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 44

46 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. 6. Click Save. Try it: Barbara S. Smith recently sent an unslicited gift f $2,500 t yur cllege. Find her recrd and add an interactin that reflects that yu sent her a handwritten thank yu nte last Friday. Cmmunicatins On the Cmmunicatins tab, yu can view 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 If yur Blackbaud CRM slutin includes Blackbaud Internet Slutins, yu can view infrmatin abut the nline newsletters yur rganizatin sends t the cnstituent. The Name clumn lists the names f the newsletters sent t the cnstituent. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 45

47 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. Appeals Tab The Appeals tab displays the appeal mailings yur rganizatin sends the cnstituent. Appeals are planned effrts yur rganizatin perfrms t cntact cnstituents and generate gifts. 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. Examples f slicit cdes include: Summer mailing nly One slicitatin annually N mail temprarily Mail Preferences Mail preferences allw yu t define specifics abut hw a cnstituent wants t receive mail. Rather than set mail preferences separately fr each mail type, yu can set mail preferences fr all the mail types. When yu set a mail preference fr all mail types, existing mail preferences are replaced with this mail preference. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 46

48 Histry The Cnstituent Histry tab displays an audit f the changes made t the cnstituent recrd. 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. Yu can query n attributes t gather cnstituents wh share a cmmn characteristic. Events Tab Displays events a cnstituent has attended with links t the registratin infrmatin and event page. 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. Security Tab fr administratrs nly On the Security tab, administratrs can view and manage the security grups and sites the cnstituent belngs t. Security grups allw yu t secure cnstituent infrmatin. Yu can then establish different rles and apply a different security grup t each rle. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 47

49 Site security allws yu t restrict access t a cnstituent recrd t the users assciated with assigned sites. In the Sites frame, yu can view and manage the sites assigned t the cnstituent. Task Grups n the Explrer Bar When a cnstituent recrd is pen, the explrer bar displays several task grups. Page Tasks display under the Tasks heading. Each task grup cntains page tasks that allw yu t perfrm tasks, access additinal infrmatin abut the cnstituent, and run reprts. The fllwing table identifies the task grups available and a descriptin f each. The tasks assciated with adding r editing infrmatin will be limited t data management team and administratrs. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 48

50 Task Grup Infrmatin Tasks On an individual recrd, yu can delete a cnstituent, add a spuse, remve a spuse, edit the lkup ID, and link a user t a cnstituent. On an rganizatin recrd, yu can make the cnstituent inactive, delete the cnstituent, r edit the lkup ID. Mre infrmatin Yu can view wealth and ratings and web dashbard pages. Reprts Yu can run a cnstituent prfile reprt that includes an assrtment f detailed cnstituent infrmatin. Quickly access recent searches and recently accessed pages and recrds frm the Explrer Bar. Wealth and Ratings The Wealth and Ratings page displays wealth data gathered fr a cnstituent. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 49

51 T Access a Cnstituent s Wealth and Ratings Page: 1. Open the cnstituent s recrd. 2. On the explrer bar, click Wealth and ratings. The fllwing table identifies the tabs available and a descriptin f each. Tab Descriptin Wealth Summary Wealth summary frame Giving capacity frame Research details frame Summarizes all data cntained n the Affiliatins, Assets, Bigraphical, and Giving tabs in an rganized, easy-t-read frmat. Displays general infrmatin abut the cnstituent s wealth capacity, including the frmula used t determine the capacity and an Asset distributin chart. Yu can indicate if the infrmatin is cnfirmed r uncnfirmed. Displays research status, prspect manager, and a research summary. The research summary is a free text field where the researcher can write a summary f the research results fr the prspect. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 50

52 Tab Descriptin Mdel Scres Cntains an integrated analytics tl that helps identify the prspects mst likely t give a gift t yur rganizatin. It helps yur rganizatin predict actins, including planned and recurring gifts, membership renewals, and which cnstituent will becme a majr dnr. Assets Huses real estate, business, securities, and ther asset wnership infrmatin, in additin t incme and cmpensatin data and wealth indicatrs. Giving Huses the prspect's giving infrmatin, such as dnatins t yur rganizatin, philanthrpic gifts t ther rganizatins, and plitical dnatins. Affiliatins Huses infrmatin abut the prspect's nn-prfit and fundatin affiliatins, in additin t netwrk cnnectins and cnstituencies. Bigraphical Infrmatin Huses persnal infrmatin, such as name, marital status, and gender; alng with cntact infrmatin, relatinships, interests, and educatin. Organizatin Cnstituents Organizatin recrds track infrmatin abut the cmpanies, businesses, assciatins, schls, clubs, and fundatins assciated with UCF. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 51

53 The Organizatin Recrd It is very cmmn t see alerts n rganizatin recrds. 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. Relatinships Relatinship Relatinship Tree Track individuals and rganizatins the rganizatin is assciated with. Organizatin Histry View and manage parent and crprate merger histry infrmatin. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 52

54 Organizatin matching gift infrmatin is included n the rganizatin recrd. An rganizatin that matches gifts may have several types f matching gift cnditins, and the details fr each type may differ. Yu can view matching gift infrmatin n the Gifts sub-tab n the rganizatin s revenue tab. Try It: Navigate t the rganizatin recrd f Fifth Third Bank with the Lkup ID f Hw many ntes are n this recrd? Hw many pledges were made in last fiscal year, and fr what? Have they matched any gifts? 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 53

55 Cntact Relatinships Organizatin-specific cntacts are tracked as relatinships n the rganizatin recrd. The image belw shws an example f a relatinship tree fr an rganizatin. Subsidiaries are displayed in the relatinship tree. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 54

56 Husehlds The purpse f a husehld recrd is t grup cnstituents s that yu can track the activities and giving f family members living under ne rf. At this time, while husehlds are visible, they are nt being actively used. They can be a gd resurce t view cumulative giving f husband/wife. The Husehld Recrd The fllwing table identifies the tabs that are specific t a Husehld recrd and includes a descriptin f each. Tab Secnd-tier tabs Descriptin Summary N/A Displays an verview f a husehld cnstituent, including the revenue, activities, and husehld members. Members N/A View and manage all members f the husehld. Details Details Cnstituencies View and manage data including demgraphics, alternate lkup IDs, interests and cnstituencies. Relatinships Relatinships Relatinship Tree View and manage individuals and rganizatins with whm the grup is assciated. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 55

57 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 56

58 REVENUE FUNCTIONAL AREA Revenue represents yur charitable dnatins and ther nn-charitable incme. Yu receive cntributins as payments, pledges, and fees frm yur cnstituents. Nte: revenue in CRM is what we traditinally have called gifts at UC Fundatin. In CRM, gifts refers t matching gifts and planned gifts nly. The Revenue area in Blackbaud CRM cntains tls t help yu track the surce f revenue, apply revenue t yur varius fundraising purpses, and run reprts that describe yur fundraising prgress and analyze giving trends. On the Revenue page yu can search fr revenue transactins, add revenue transactins, manage matching gifts, prcess electrnic payments, pst t a general ledger, and perfrm pledge write-ffs. Yu can als run revenue reprts and update cnfiguratin ptins. The tasks that display depend n yur security settings. Navigate t the Revenue Functinal Area Click n the Revenue tab n the blue navigatin bar. Yu may click Revenue t pen the revenue functinal area, r click the arrw fr a drp-dwn t navigate directly t a specific page in the revenue functinal area. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 57

59 Search fr a Revenue Recrd Yu use Transactin Search t find and view revenue recrds. Types f Revenue Applicatin Definitin Dnatin A single, ne-time payment in the frm f a gift t yur rganizatin. Pledge A prmise t make a specific ttal amunt dnatin that can be paid in single r multiple payments. Recurring Gift A set amunt f revenue dnated at specified intervals. Matching Gift Claim Represents a cnstituent s claim that an rganizatin will make a dnatin based n revenue given by the cnstituent. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 58

60 Applicatin Definitin Event Registratin A payment may be applied tward a registratin fee fr an event. Membership A payment may be applied tward a membership registratin r renewal fee. Planned Gift A philanthrpic gift that is funded either during the dnr s lifetime r after his r her death. The gift is part f a larger estate-planning prcess where the dnr decides hw certain assets are distributed. Grant Award A payment may be applied tward a grant award. Dnr Challenge Claim A fundraising tl t help increase supprt fr a specific cause. A majr dnr r crprate spnsr can pledge a large sum t challenge the rganizatin t raise a specific amunt frm ther dnrs. Currently nt active fr UC Fundatin. Other Other is used t apply a payment t ther items such as Merchandise sales r a depsit. T Search fr a Revenue Recrd: 1. On the navigatin bar, click Revenue. 2. In the Transactins task grup, click Transactin search. 3. Enter criteria t search fr the revenue recrd. a. Click the Shw advanced search ptins link t display additinal filter ptins. b. Click Search. 4. In the Results grid, click the name hyperlink f the cnstituent t pen. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 59

61 Try It Open the revenue transactin search page. Search fr a payment frm Dnita S. Parrish n April 17, Hw much did she give, and what were the designatins? Search fr a payment frm Jeffrey Ackerman in July Hw much did and he give and where was it designated? Navigating the Revenue Recrd Revenue recrds cntain summary infrmatin abut each revenue transactin yur rganizatin receives, including payments, pledges, r recurring gifts. The tabs that display depend n the revenue transactin type. The fllwing table identifies the tabs available and includes a detailed descriptin f each. Fr thse nt in finance r n the data management team, nly a basic understanding f this infrmatin is necessary. Tab Descriptin Details Displays n revenue recrds fr payments, pledges, and recurring gifts. The frames that display depend n the transactin type. The Details frame displays infrmatin abut the revenue, including the riginal revenue amunt and the assciated appeal. The Applicatin details frame displays each applicatin f the revenue and the designatin, revenue categry, and recgnitin credits assciated with the applicatin. The Designatins frame displays detailed infrmatin abut the designatins where the pledge r recurring gift revenue is applied. The Payment infrmatin frame displays when autmatic payments are set up fr the pledge r recurring gift revenue. It als displays additinal infrmatin abut the payment methd. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 60

62 Slicitrs Tab Recgnitin Campaigns Business Units Installment/Write-ff Activity Activity Payment Activity Benefits Descriptin Displays the slicitrs wh receive credit fr the revenue and the amunt each receives. Yu can edit the slicitr infrmatin and view mre infrmatin abut a slicitr wh receives credit fr the revenue. Yu access this tab differently based n the transactin type: Fr payments, n the Details tab in the Applicatin details frame, click G t revenue t view the Slicitrs tab. Fr a pledge, recurring gift, matching gift claim, r planned gift, the Slicitrs tab displays next t the Benefits and Recgnitin tabs. Displays the recgnitin assciated with the revenue transactin. The Recgnitin credits frame displays infrmatin abut cnstituents wh receive recgnitin credit fr the revenue, including hw much f the revenue is credited t each cnstituent. The Named recgnitin frame displays infrmatin abut the naming pprtunities assciated with the revenue transactin. View and manage the campaigns assciated with the revenue transactin. Displays fr recurring gifts, pledges, and dnatin payments. Manage the business units yu want credited with the revenue cmmitment. Yu als determine the amunt f the revenue each business unit shuld be credited with. Displays n pledge recrds. The Installment activity frame displays infrmatin abut installments f a cmmitment, including payments and write-ffs. The Write-ffs frame displays infrmatin abut write-ffs applied t the transactin. Displays n recurring gift recrds. The Activity frame displays infrmatin abut activities assciated with the recurring gift, including payments and late payments. The Write-ffs frame displays infrmatin abut write-ffs applied t the transactin. Displays n matching gift claim and planned gift recrds. Yu can view infrmatin abut payments applied t the balance f the matching gift claim r planned gift. This infrmatin includes the date a payment was made, the payment amunt, wh made the payment, and the payment methd. Displays n revenue recrds fr pledges, recurring gifts, and payments. Yu can view infrmatin abut the benefits assciated with the revenue, including the quantity the cnstituent receives, the ttal value, and any related ntes. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 61

63 Tab Matching Gifts Letters Attributes Dcumentatin GL Distributins Tributes Stck Sales Appraisals Lckbx Descriptin Displays n all payment recrds except event registratin fees. Yu can view infrmatin abut the revenue s matching gift claims, including the rganizatins assciated with the claims, the amunt and date f each matching gift claim, and the designatins where revenue is applied. Displays n revenue recrds fr pledges, recurring gifts, and payments. Yu can view infrmatin abut revenue and tribute acknwledgement letters fr the cnstituent. Yu can als view the letters the cnstituent receives, the type f letter, the date the acknwledgement prcess generated each letter, and the date yu plan t send each letter. Displays n the revenue recrd when revenue attributes are cnfigured in the system. Attributes prvide flexibility in hw yu recrd infrmatin abut revenue yu receive. Yu can view infrmatin abut the attributes assciated with the revenue, including the attribute categry, the value f the attribute, and any additinal cmments entered. Manage ntes, media links, and attachments that prvide additinal detail abut revenue yu receive. Displays infrmatin abut the general ledger distributin f the revenue as well as a timeline that lists riginal transactins and subsequent activity assciated with riginal transactins, such as adjustments. Displays n revenue recrds fr pledges and payments. Yu can view tribute infrmatin fr the revenue, including the text f the tribute, the tribute type, and the amunt assciated with the tribute. Displays n revenue recrds fr payments f stck. Yu can view and edit infrmatin abut the sale f shares f the stck assciated with the payment. Displays n revenue recrds fr payments f gifts-in-kind. Yu can add and edit infrmatin abut appraisals f the gift-in-kind. Displays the lckbx service assciated with the payment. Yu can als view the number f the batch received frm the lckbx service and where in the batch sequence the payment displays. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 62

64 PaperSave Dcumentatin As yu may have heard, with the implementatin f CRM cpies f checks will n lnger be made and distributed. Instead, cpies f revenue dcumentatin are stred within CRM. Yu will g int CRM t view these dcuments thrugh PaperSave. Opening and Viewing PaperSave Dcumentatin: 1. On the Transactin Recrd lcate PaperSave in the Explrer Bar. 2. Click Shw Dcuments. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 63

65 COMMITTEES AND RECOGNITION GROUPS Cmmittees Cmmittees are a specialized type f grup in Blackbaud 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. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 64

66 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. 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. Cmmittee Fundraising gals Cmmittee 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. If a cmmittee is a fundraiser fr a campaign, the gals f the campaign are displayed. 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. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 65

67 Search fr Cmmittees: 1. Click Cnstituents n the blue navigatin bar. 2. Select the drp dwn arrw. 3. Click Cmmittee Search 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 66

68 Try It Start a cmmittee search. Search fr Engineering Alumni Bard Member. Hw many members des it have? Hw much revenue is attributed t this grup? Filter t determine hw many instances f revenue this grup has during this calendar year. Grups 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. 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. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 67

69 Tab Secnd-tier tabs Descriptin Relatinships Relatinships Relatinship Tree Track individuals and rganizatins with whm the grup is assciated. Recgnitin Grups Recgnitins include prgrams and levels that define requirements fr cnstituent giving recgnitin, such as McMicken Club. Recgnitins require a minimum gift amunt fr inclusin in a level. The recgnitin is achieved after the sum f multiple gift amunts is calculated. CRM has recgnitin business prcesses t calculate gift amunt ttals and then assign the apprpriate recgnitin level fr cnstituents. All recgnitin scieties may nt be built at G Live. The Recgnitin Prgrams that are slated t be built in CRM fr G Live are: McMicken Club McMicken Twer Sciety Herman Schneider Legacy Sciety President s Circle Lyal Bearcat Club William Hward Taft Sciety Friends f CCM Gerge Smith Sciety T Access the Recgnitin Prgrams Page: 1. On the navigatin bar, Click Cnstituents. 2. In the Recgnitin task grup, click Recgnitin prgrams. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 68

70 Nte: Administratrs, Dnr Stewardship, and the Data Management will be able t edit r add recgnitin prgrams and members f prgrams. Other users will access this area t view members, recgnitin criteria, and the like. The Recgnitin Grups display n the Recgnitin Prgrams page. Click the recgnitin grup yu wish t view t display the recrd. Recgnitin Prgram Recrd The recgnitin prgram recrd displays the general infrmatin that identifies the prgram including the assciated levels and the defined revenue criteria. T Access a Recgnitin Prgram Recrd: 1. On the navigatin bar, click Cnstituents. 2. In the Recgnitin task grup, click Recgnitin prgrams. 3. Click the name f the recgnitin prgram t pen. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 69

71 Clicking the tabs will display the levels, criteria, and members. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 70

72 Access Recgnitin Prgram Infrmatin n a Cnstituent Recrd CRM 101 Yu can view recgnitin prgram infrmatin directly frm a cnstituent s recrd. Yu can view infrmatin abut the prgram, hw lng the cnstituent has been a member f the prgram, and the amunt t dnate t achieve the next level. T View Details f a Cnstituent s Recgnitin several ptins. Optin 1: 1. Open the recrd f the cnstituent. 2. Select the Revenue tab. 3. Select the Recgnitin secnd tier tab. 4. In the Recgnitin prgrams frame, click the name f the prgram t view the details f that prgram. 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 71

73 Optin 2: 1. Navigate t the cnstituent recrd. 2. Click n the recgnized dnr cnstituency t pen their recgnitin page. Optin 3: 1. While n the recgnitin sciety page, click Members. 2. Click n the chevrn next t the member s name. 3. Click G t Cnstituent. Try it: Search fr the cnstituent Carl C. Clintn. What recgnitin prgrams are listed n her recrd? Is she lapsed r active? Is she an alumnus? Hw many degrees des she have? 2015, Blackbaud, Inc. This material may nt be reprduced r transmitted in any way. Template redesign by UC Fundatin. 72