Overall List of Partner Functionality

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