A series of iParts make up the 1700 ultra-moves management
application that allow the tracking of key contacts and move them
through a process by which a prospective donor/sponsor is moved from
cultivation to solicitation to stewardship. The stages can be defined by
your organization. In the web application users can access the
records/contacts that the user has been assigned to as the account
manager, the accounts assigned to the user to solicit, the account
detail page that give the demographic data, key relationships to other
records containing fundraising activity and a listing of two activity
types to facilitate a moves management process for cultivating gifts,
keeping track of the list of open action items that require follow-up by
the user 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.