Constituents/Navigation – Constituent Search Fields Removed
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For Purposes in Davie, the Administrator is the location where the Purpose is held. Ex: University Endowment of Medical Foundation.
The execution of tasks, typically in sequence, to support a business process or requirement.
A character that represents one or more other characters, typically used when searching a database. Standard wildcard characters include the asterisk (*), percent sign (%), and question mark (?).
A company utilized to accomplish a certain task as part of the direct marketing program or event. A direct marketing program or event team might hire dozens of vendors to accomplish its marketing goals or event tasks.
A list that the organization does not own and the organization does not have access to the names. The organization may still create list codes and segment codes to prepare for mailing.
Preliminary figure for planning purposes. This signifies that the prospect is in cultivation. Most plans will have an unqualified opportunity at creation.
A contact report added to a plan that does not complete a plan step.
Total number of individuals or businesses that might be included in a mailing list, or all those who meet a set of specifications. – Overall pool of records that could be included in marketing effort; Sets initial limits.
A batch that is still in process of being entered in the constituent system but records are not updated.