Jan 9, 2020: Updates to the My Opportunities Homepage
Jan 6, 2020: Several Development 3 Updates
Dec 23, 2019: Pipeline Report Fields Updated
Dec 16, 2019: Add an Ad Hoc Solicitor
Dec 5, 2019: Giving Amount Calculations on Opportunity Records
Dec 4, 2019: Adding Mail Merge Headers
Oct 28, 2019: Improvements to Solicitor Functionality
October 30, 2019: Improvements to "Do Not Solicit" Functionality
Jan 28, 2020: Dev3 Updates
Feb 6, 2020: Removing the Focus on Objectives From the Annual Fund Hompepage
Feb 7, 2020: Changes to Target Amounts Now Cascade Correctly
Feb 14, 2020: Adding Tasks to Queries
Mar 6, 2020: New Classifications Tab on Opportunity Records
May 6, 2020: New Summary Reports for Development 3
May 13, 2020: Minor Development 3.0 Updates
May 18, 2020: Gift Entry Updates
June 1, 2020: "From Both" Field is Back on Gifts
June 11, 2020: New Tab on Annual Fund Detail and a New Section on Constituent Detail
June 22, 2020: Donations Tab Added to Constituent Records
July 29, 2020: New Tab for Historical Opportunities to Constituent Records
Development 3.0 Overview
Development 3.0 is a new iteration of the Development module which redefines many key features in the Veracross Development world; most notably a comprehensive campaign stucture, overhauled giving history, moves management, and record re-definition.
Development 3.0 Homepages Overview
Each of these homepages is designed with a certain employee in the Development/Advancement office in mind and have been streamlined to suit these employees’ needs.
Development: Comprehensive Campaign and Annual Fund Homepages
Overview The Comprehensive Campaign homepage is a homepage with a shared workspace that is designed to act as the main dashboard for all matters relating to the active comprehensive campaign and is intended to be used mainly by the Advancement Di...
Development: Configuration Homepage
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.
Development: My Opportunities Homepage
The My Opportunities homepage is a homepage with a shared workspace that is designed to be the dashboard that displays all opportunities that are the user’s responsibility and is mainly used by Major Gift Officers.
A fundraising activity record is a record designed for tracking and recording any sort of activity that is working toward a goal. There are several different types of fundraising activities that people in a Development office should acquire an understanding for in order to grasp the hierarchy of fundraising efforts for a school.
Moves Management can be controlled almost entirely from the My Opportunities homepage and can by boiled down to two different options — actions and tasks — for external and internal events, respectively.
Objectives are the way an advancement office can define specific and measurable goals for various fundraising activities. These are created and stored on the Objectives tab on each fundraising activity detail screen and can be accessed through the Objective Summary report
An Opportunity is an snapshot of a Fundraising Activity for a Constituent.
Rating, Scoring, and Screenings
Rating and Scoring are methods that are built into the Development system that track a constituent’s likelihood and capacity to give at a measurable, granular level, while also enabling the ability to track and report on changes to these values over time.
The Household Constituent Record
This article details how to set up your own household constituent records and provides technical documentation the record type.
The Organization Constituent Record
This article details how to set up your own organization constituent records and provides technical documentation the record type.
Associating General Campaigns with Comprehensive Campaigns
Overview General Campaigns — used for raising money for a specific purpose outside of an operating budget — is often associated with an overarching Comprehensive Campaign . There are a few different circumstances that affect how...
Opportunity Import Type
The Veracross Data Importer allows schools to import and update the opportunity records between constituents and fundraising activities for schools who are using Development 3.0 functionality.
Person Screenings Import Type
The Veracross Data Importer allows you to import screening information into Axiom for reporting use.
This article serves as a landing page for series of webinars about the new Development 3.0 functionality hosted by Jillian.