1700 Ultra-Moves Management

A series of iParts make up the 1700 ultra-moves management application that list open action items that require follow-up by the user, the records that the user has been assigned the account manager, the accounts assigned to the user to solicit and the account detail page that give the demographic data, key relationships to other records that might contain fundraising activity and a listing of two activity types to facilitate a moves management process for cultivating gifts, keeping track of the next action tasks and contact reports that detail the notes related to cultivation and relationship development.

Action Items activities use the Activity tickler to assign an action item or task for a staff person to do sometime in the future. Once an action item has been completed it can be turned into a Contact report (keeping track of the task and the follow-up notes that resulted from completing the task).

Contact Report activities record the notes of any person that has made a contact with the person or organization.

A user defined table holds the account manager assignment and once the account manager logs in they see a list of any open action items for all accounts. The can then choose to work the list of open action items or search for a specific account. Once on a specific account (organizational or individual) the contacts reports & action items can be viewed to see a complete history on the account, edit an item or add a new contact report or action item on the account.

Access to the application is handled via the iMIS role base security. Validation values are pulled from the General Validation lookup tables from within iMIS so users can add new values and update the lists.