Overall List of Partner Functionality: Difference between revisions
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** Notes | ** Notes | ||
** Local Partner Data | ** Local Partner Data | ||
** | ** Worker Field (see [[Specification: Worker Field|Specification for Worker Field]]) | ||
** Donor History | ** Donor History | ||
** Recipient History | ** Recipient History | ||
** Finance Details | ** Finance Details | ||
** Personnel/Individual Data (see Personnel Module) | ** Personnel/Individual Data (see Personnel Module) | ||
== Work with Partners == | == Work with Partners == | ||
* New Partner | * New Partner | ||
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* Export Extract Information | * Export Extract Information | ||
** Export Partners in Extract | ** Export Partners in Extract | ||
** Export Email addresses in csv format | ** Export Email addresses in csv format | ||
* Create Extracts | * Create Extracts | ||
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* Subscription Expiry Notices | * Subscription Expiry Notices | ||
* Subscription Cancellation | * Subscription Cancellation | ||
* Load Inserts into Extracts | * Load Inserts into Extracts (see [[Specification for Mail Merge (former 'Form Letters' in Petra 2.x)]]) | ||
* Form Letter Print | * Form Letter Print (see [[Specification for Mail Merge (former 'Form Letters' in Petra 2.x)]]) | ||
* Extract Mail Merge | * Extract Mail Merge | ||
== Maintain Tables (Lookup Tables) (Browse/Add/Edit/Delete/Find/Print) == | == Maintain Tables (Lookup Tables) (Browse/Add/Edit/Delete/Find/Print) == | ||
| Line 122: | Line 122: | ||
** Acquisition | ** Acquisition | ||
** Special Type | ** Special Type | ||
** Denomination | ** Denomination | ||
** Business | ** Business | ||
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** Location Type | ** Location Type | ||
** Postcode Regions | ** Postcode Regions | ||
* Form Letter Tables | * Form Letter Tables (see [[Specification for Mail Merge (former 'Form Letters' in Petra 2.x)]]) | ||
** Form Letter Body | ** Form Letter Body | ||
** Form Letter Design | ** Form Letter Design | ||
Latest revision as of 07:58, 25 July 2013
Partner Import/Export
- Partner Import (proprietary format)
- Partner Export (proprietary format)
- Single Partner Export (proprietary format)
- Partner Import from csv format
Partner Find
- Partner Find by Bank Account
- Find Address / Location
- Partner Find Screen
Partner Edit
- Partner Actions
- Deactive Partner
- Delete Partner
- Print Partner
- Print Partner Data Section
- Send Email
- Maintain Partner Data
- Addresses
- Partner Details
- Foundation Details
- Subscriptions
- Special Types
- Contacts
- Family Members
- Relationships
- Interests
- Reminders
- Notes
- Local Partner Data
- Worker Field (see Specification for Worker Field)
- Donor History
- Recipient History
- Finance Details
- Personnel/Individual Data (see Personnel Module)
Work with Partners
- New Partner
- New Partner with Shepherd (Add Person)
- New Partner with Shepherd (Add Family)
- New Partner with Shepherd (Add Church)
- Merge Partners
- Delete Partners
Work with Addresses
- Duplicate Address Check
- Merge Addresses
- View Partners at Location
Extracts
- Export Extract Information
- Export Partners in Extract
- Export Email addresses in csv format
- Create Extracts
- General Extract
- Manual Extract
- Publication Extract
- Partner Type Extract
- Contact Extract
- Interest Extract
- Relationship Extract
- Local Partner Data Extract
- Local Personnel Data Extract
- Family Members Extract
- Family Extract for Persons
- Event Role Extract
- Conference Extract
- Outreach Extract
- Conference Role Extract
- Field Extract
- Commitment Extract
- Previous Experience Extract
- Donor Extract (by Field/Amount/Motivation/Miscellaneous)
- Recipient Extract
- Accounts Payable Extract
- Foundation Extract
- Import OMSS Extracts
- Import Extract from File
- Extract to Check Mailing Addresses
- Maintain Extracts
- Maintain Extract
- Maintain Extract
- Verify and Update Extract
- Delete Extract
- Purge Extracts
- Combine Extracts
- Intersect Extracts
- Extract Difference
- Update Extracts
- Add/Delete/Change Subscription
- Update Contacts
- Update Partner Types
- Update No Solicitation Flag
- Update Receipt Frequency
- Update Email Gift Statement
- Maintain/Edit/Delete Extract
Reports
- Check validity of Bank account
- Bulk address Report
- Supporting churches Report
- Brief Foundation Report
- Brief address Report
- Brief address Report (address on 2nd line)
- Full Address/Subscription Report
- Telephone Number Report
- E-mail Address Report
- Partner Contact Report
- Statistical Report by Publication
- Local Partner Data Report
- Find by Email Report
Mailing
- Label Print
- Mailsort Label Print
- Subscription Expiry Notices
- Subscription Cancellation
- Load Inserts into Extracts (see Specification for Mail Merge (former 'Form Letters' in Petra 2.x))
- Form Letter Print (see Specification for Mail Merge (former 'Form Letters' in Petra 2.x))
- Extract Mail Merge
Maintain Tables (Lookup Tables) (Browse/Add/Edit/Delete/Find/Print)
- Partner Tables
- Country
- Language
- Status
- Acquisition
- Special Type
- Denomination
- Business
- Occupation
- Marital Status
- Frequency
- Relationship Category
- Relationship
- Interest Category
- Partner Interests
- Contact Method
- Contact Attribute
- Subscription Tables
- Publication
- Publication Cost
- Reason Subscription Given
- Reason Subscription Cancelled
- Address Tables
- International Postal Type
- Address Layout
- Addressee Title Override
- Addressee Type
- Location Type
- Postcode Regions
- Form Letter Tables (see Specification for Mail Merge (former 'Form Letters' in Petra 2.x))
- Form Letter Body
- Form Letter Design
- Form Letter Formality
- Form Letter Customized Greeting
- Form Letter Insert
- Mail Merge Forms
- Mailings
- Local Partner Data
- Fields
- Field Order
- Option List Names
- Options