Previous Topic

Next Topic

Creating General Lookup/Validation Tables

There are several general lookup/validation tables to define when setting up Fund Raising. See the system reference General Lookup/Validation Tables for detailed instructions.

Fund Raising Specific General Lookup/Validation Table

Purpose

Examples

APPEAL_TYPE

A code that designates a short term activity with a specific goal.

FLOODRELIEF. LEGALDEFENSE. ROOFREPAIR

EXPENSE_TYPE

A code that enables you to categorize and keep track of money spent for fund raising efforts.

PHONE. ELECTRIC. RENT. POSTAGE

FUNDRAISER_TYPE

A code that designates the type of campaign that generates a donation.

NEIGHBOR_REACH. FAMILY_FRIENDS. CORP_RACE

MEM_TRIB_RELATIONSHIP

A code that indicates relationship of a notification contact to the honoree of a memorial/tribute donation.

SIBLING. PARENT. SPOUSE.

REQUEST_TYPE

A code that indicates what kind of request is made.

PHONE. LETTER. VISIT

SOURCE_CODE

A code that indicates the marketing program or mailing that solicited a donation.

LTR_Q2_05. TELETHON

See Also

Setting up Fund Raising in Customer Management

Defining Activity Types

Customer - Set up Fund Raising options

Adding Solicitor Data to a Customer Record

Adding Fundraising Information to a Customer Record

Adding Notification Information to a Customer Record

Creating Matching Plans in Company Records


ASI logo 10.6 Production Release. Updated 3/17/2006 4:14:33 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.