Overall List of Partner Functionality: Difference between revisions

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(Created page with '== Partner Import/Export == * Partner Import (proprietary format) * Partner Export (proprietary format) * Single Partner Export (proprietary format) * Partner Import from csv for…')
 
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** Notes
** Notes
** Local Partner Data
** Local Partner Data
** OMer Field
** 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
** Pegasus Email Distribution List
** Export Email addresses in csv format
** Export Email addresses in csv format
* Create Extracts
* Create Extracts
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** Event Role Extract
** Event Role Extract
** Conference Extract
** Conference Extract
** Campaign Extract
** Outreach Extract
** Conference Role Extract
** Conference Role Extract
** Field Extract
** Field Extract
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** Update Email Gift Statement
** Update Email Gift Statement
* Maintain/Edit/Delete Extract
* Maintain/Edit/Delete Extract
== Reports ==
== Reports ==
* Check validity of Bank account
* Check validity of Bank account
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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) ==
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** Acquisition
** Acquisition
** Special Type
** Special Type
** Email Address
** 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

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
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