Plan template used by development officers working with corporations or foundations.

The record of contact with a prospect that is associated with a plan. A contact moves a prospect closer to a gift. A contact report closes a step.

This signifies what type of contact method was used to contact the prospect. Examples are Personal Visit, Electronic, Phone.

The point person at an organization. Users can define the type of contact such as Primary, Volunteer Coordinator, Marketing, etc.

The main view of a record that includes pertinent summary information.

How to find a constituent record in Davie.

Provides a concise overview of a constituent by displaying selected data from the constituent’s record. It is displayed at the top of the screen on the Constituent view, no matter which tab is currently being viewed on the record. The … Read more

The Personal ID (PID) that identifies a constituent as someone with a direct relationship to the university (student, alumnus, employee). These all start with the number 7. Davie generates Lookup IDs for new records when they are created if the … Read more

An individual or organization that supports or interacts with UNC. A record in the system. Ex: students, alumni, employees, donors, prospects, event attendees, vendors, speakers at events, parents of students, etc.

How an individual or organization relates to UNC. Records may have more than one constituency. Ex: Student, Alumnus, Prospect, Event registrant, Fundraiser