Constituent T ype: T his is a required field used to categorize the type of contact, such as Volunteer, Activist, Board Member, Donor, Ally, etc. Other Name: may be used to contain another name used by the contact, for e.g. an individual's name in chinese characters Staff Responsible: note that the values for this field are also used for Event Contact Person. Replace the sample names in the list with your staff, member or volunteer coordinators, and other folks that have individuals assigned to them. Date Started: may be used to indicate the date your constituent was brought in to your organisation. How Started: edit this list to fit the ways in which members are brought into your organisation.
Grassroots Info T his custom field set may be used the to further capture information about how a constituent likes to engage with your organisation, the types of issues and volunteer activities they're interests, their level of leadership, and their status as a member. T hese fields provide another way to categorise your constituents to better target your audience for outreach and communications. Member Status: three status choices of Active, Inactive and Deceased are included by default. T hink about other member statuses that might work for your organization and add or remove as needed. Leadership Level: the default options for tracking an individual's leadership level within your organisation are 1-5. Change this to match however your organisation tracks this information. Issue Interest: this may be used to capture what issues your contacts are interest in. T his custom field shares the same set of options as the Funding Areas (for organisations), Media Issue Interest and Funder Issue Interest fields. It is a list of issues that your organisation works on or tracks. Volunteer Interests: a list of volunteer activities that your members can take on.
Constituent Info - Organizations T his custom field set may be used to classify the type of organisational contact so that you can target your outreach and communications. Constituent T ype - Org: this custom field is required and may be used to classify the type of organisation contact, such as Member Organisation, Affiliate Organisation, Business, Government.
Grant Info T his custom field set may be used to capture information about grants for a particular foundation. You can view and edit this custom field if you create an organisation contact with subtype Foundation. Average Amount: average dollar amount for grants Funding Areas: this custom field uses the same set of options for Issue Interest and Funder Issue Interest. Requirements Notes
Proposal Info T his custom field set may be used to capture information about grant proposals. You can add, view and edit information about proposals when you create an activity of type Proposal for either a funder contact (an individual contact with type Funder Contact) or for a foundation contact (an organisation contact with type Foundation). Ask Amount Proposal Status Amount to be Received Date to be Received Multiyear Grant Years
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