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This article pertains to Development 3.
Overview
The Development: Configuration homepage is a homepage with a shared workspace where the systems, records, and data is configured and added into the system that allow the Development module to function as intended. This homepage is primarily designed with the advancement database administrator in mind, but should be useful for almost everyone working in a development office.
Constituents
Constituents are the record for the entity (household or organization) that has the potential to give the school money. Configure aspects of the Constituent record in this section.
General
| Link Name | Purpose | Notes |
|---|---|---|
| Development Roles | view development roles | provides links to development role records; development roles are distinct from person roles |
| Person Roles | view person roles; flags person roles for constituent creation | person roles with the "Create Constituent" flag checked automatically create constituent records based on the person role in the nightly processes |
| Organization Roles | view organization roles; flags organization roles for constituent creation | organization roles with the "Create Constituent" flag checked automatically create constituent records based on the organization role in the nightly processes |
| Student Grade Levels | view grade levels; flags grade levels for constituent creation | grade levels with the "Create Constituent" flag checked automatically create constituent records based on grade level in the nightly processes |
| Constituent Tag Categories | view tag categories; create new tags and categories | add new constituent tags through the category record add new categories through the "Add Record..." option in the Organize menu of the query results screen |
| Salutations | view and adjust salutations | adjust salutation format using checkboxes and clicking the "Update Records" button |
| Profile Code Categories | view profile code categories; create new profile codes | add new profile codes through the profile code category record |
| Create Opportunity by Constituent | assign staff solicitors; create opportunity records by constituent | add new opportunities by assigning fundraising activity in create opportunity column — can be batch updated |
| Update Opportunities via Importer | adjust fields for opportunities quickly | update opportunity data for all columns highlighted in blue |
Screenings and Ratings
Screening sources provide giving-related information on donors and are typically pulled from data sources outside of Veracross, such as Wealth Engine and DonorSearch. View the sources in your database via the Screening Sources link. Create new configured and system ratings using the "Add Record..." option in the Organize menu of the relevent query results screen.
| Link | Purpose | Notes |
|---|---|---|
| Configured Ratings | view, configure, and add your own ratings | you may want to mirror the rating system used by your screening sources. If you do this, you can configure screening sources to import data directly into your configured categories. |
| Primary Development Rating | view constituent ratings and add your own | you cannot delete system ratings. The scale is 1A-5D and represents capacity (1-5, 1 being highest capacity) and likelihood (A-D, A being most likely) to give. You can configure your own rating system with "Configured Ratings" |
| Connection Rating | view connection ratings and add your own | constituents' subjective connection to the school. You cannot delete default ratings but you can add new ones in any of the four categories |
| Engagement | view engagement ratings and add your own | constituents' subjective engagement with school activities |
| Loyalty | view loyalty ratings and add your own | constituents' subjective loyalty to the school |
| Capacity | view capacity ratings and add your own | constituents' estimated monitary capacity to give to the school |
| Update System Ratings via Importer | adjust system ratings and scores for all constituents quickly | update rating and score data for all constituents from one query |
Moves Management
Moves management is how the school manages actions for fundraising activities, constituents, and opportunities. These are split between actions (external) and tasks (internal).
| Link | Purpose | Notes |
|---|---|---|
| Development Event Types | view, edit and add new development event types | click into the event type record to edit the configuration and add new event types using the "Add Record..." link in the Organize menu on the query results screen |
| Action Templates | view, edit, and add new action templates | click into the action template record to edit the configuration and add new templates using the "Add Record..." link in the Organize menu on the query results screen |
| Task Templates | view, edit, and add new task templates | click into the task template record to edit the configuration and add new templates using the "Add Record..." link in the Organize menu on the query results screen |
| Event Classifications | view, edit, and add new event classifications | click into the event classification record to edit the configuration and add new event classifications using the "Add Record..." link in the Organize menu on the query results screen |
Data Integrity
Maintaining good data is essential for accurate reporting. Helpful links are detailed below:
- Duplicate Constituents displays all household/individual constituents that are flagged in constituent dupe groups. They appear in these groups when more than one constituent record is associated with the same Person ID.
Note: The Merge Duplicate Records procedure in the Action menu currently merges dupe groups that say “Duplicate” or “Person/Spouse Reversed”, but do not merge groups with “Person-ID:” in it. - Duplicate Organization Constituents is a query that displays all organization constituents that are flagged in constituent dupe groups. They appear in these groups when more than one constituent record is associated with the same Organization ID.
Note: The Merge Duplicate Records procedure in the Action menu currently merges dupe groups that say “Duplicate”, but do not merge groups with “Organization-ID:” in it.
Constituents are automatically tagged in a variety of situations such as "Married Faculty/Staff," "Widow/Widower, and "Split Family." View these pre-built lists here.
- Married Faculty/Staff is a query of all constituents who have the constituent tag of “Married Faculty/Staff”
- Married Alum is a query of all constituents who have the constituent tag of “Married Alum”
- Widow/Widower is a query of all constituents who have the constituent tag of “Widow/Widower”
- Widow/Widower of Alum is a query of all constituents who have the constituent tag of “Widow/Widower (Alumni)”
- Widow/Widower of Trustee is a query of all constituents who have the constituent tag of “Widow/Widower (Trustee)”
- Split Family is a query of all constituents who have the constituent tag of “Split Family”
Fundraising Activities
Fundraising Activity Configuration
View, add, and edit comprehensive campaigns, general campaigns, annual funds, and group appeals. To read more about fundraising activities, please read our documentation here.
Comprehensive Campaigns
Comprehensive campaigns are a top-level overarching campaign designed to span multiple years. Other fundraising activities, individual initiatives, and efforts are all a part of the comprehensive campaign. The View Comprehensive Campaigns link is a query that shows all Comprehensive Campaigns that currently exists in the database, grouped by Active and Inactive, with the ability to click into the Comprehensive Campaign records via link. Note that only one Comprehensive Campaign can be designated as Active at a time, and this value is able to be modified directly in the query results. Configure new Comprehensive Campaigns using the +Add Comprehensive Campaign link.
General Campaigns
General campaigns are designed to raise money toward a goal that exists outside of operating budgets (e.g., building a new stadium). General campaigns exist under a specific comprehensive campaign. The View General Campaigns link is a query that displays all General Campaign fundraising activities, grouped by Active and Inactive, with the ability to click into the General Campaign records with a link. Configure new General Campaigns using the +Add General Campaign link.
Annual Funds
Annual Funds are year-long repeating campaigns that run on a year-to-year basis with the specific intention of raising money for the subsequent year's operating budget. Annual funds exist under a specific comprehensive campaign. The Annual Funds link is a query that displays all Annual Funds fundraising activities, grouped by Active and Inactive, with the ability to click into the Annual Fund records with a link.
Appeals
Group appeals are small, concerted effort to target a specific group to raise money very quickly. Group appeals tend to exist under an annual fund or general campaign, but can also exist directly in a comprehensive campaign. The View Groups Appeals link is a query that displays all Group Appeal fundraising activities, grouped by Active and Inactive, with the ability to click into Group Appeal records with a link. Configure new Group Appeals using the +Add Group Appeal link. The View Group Appeal Activity Types link is a query that displays all Group Appeal fundraising activity types with the ability to click into Fundraising Activity Type records by clicking on the link. Configure new Group Appeal Activity Types using the +Add Group Appeal Activity Type link.
Development Office
This section makes use of the functionality defined in the old Veracross Development world.
| Link | Purpose | Notes |
|---|---|---|
| Funds | view fund records | add new funds using the "+Add" link |
Opportunities
Opportunities are records that track the intersection of a constituent record with a fundraising activity record and track the entire process and progress of soliciting a specific constituent. Here, use the View Solicitor Type query to view all opportunity solicitor types and add new opportunity solicitor types using the +Add Solicitor Type link.
Misc
| Link | Purpose | Notes |
|---|---|---|
| Find Solicitor Type | view, edit and add fundraising activity solicitor types | click into the fundraising activity solicitor types record to edit existing configurations; create new types using the "+Add" link |
| Find Segment Type | view, edit, and add segment types | click into the segment record to edit existing configurations; create new segments using the "+Add" link |
| Gift Payment Categories | view, edit, and add gift payment categories | click into the gift payment category record to edit existing configurations; create new categories using the "+Add" link |
| Mail Merge Letters | view, edit, and add mail merge letters | click into the mail merge letter record to edit existing configuration; create new letters using the "+Add" link |
Other
Online Giving
Online giving is when you recieve gifts from constituents online. Draft Forms, Published Forms, and Archived Forms are queries that show online giving forms with a status of Draft, Published, and Archived, respectively. Click on the +Add Form link to add a new form.
Online Event Registration
Online event registration is when people are able to sign-up and pay for events online. Draft Forms, Published Forms, and Archived Forms are queries that show registration forms with a status of Draft, Published and Archived, respectively. Click on the +Add Form link to add a new form.
Parameters
All links in the Parameters section are used to change each of the parameters that each link is referencing. The display format of these links are: Name of Parameter (Current Value of Parameter).
Following is a list of parameters that can be adjusted through this section:
- Active Campaign
- Pledge Reference Date
- Reporting Start Date
- Reporting End Date
- Printing Date
- Current School Year
- Active Development Fiscal Year