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Documentation

November 10, 2014

There are Documentation screens scattered throughout Davie. Each one is designed to hold attachments, URLs and notes pertinent to that part of the system. There are Documentation tabs specific to Purposes, Gifts, Prospect Plans, Events, Constituents, etc.

Do not contact

November 10, 2014

Alert placed on contact information in Davie. An address is marked no contact when it is no longer valid. This does not necessarily mean the constituent has requested no contact.

Designation Hierarchy

November 10, 2014

A visual representation of the organizational structure of the fundraising purposes.  The campus can manage a single specific hierarchy from its highest level fundraising purpose. For example, if a campaign is the highest level of a hierarchy, a Hierarchy tab … Read more

Designation

November 10, 2014

The mechanisms by which specific funds and fundraising initiatives are grouped together. Defines how the revenue received should be applied to fundraising purposes.  A designation is the primary method by which revenue is mapped to the general ledger within Davie … Read more

Degree Level

November 10, 2014

The four levels of degrees offered at UNC — Undergraduate, Graduate, Professional and Certificate

Declined Recognition Society

November 10, 2014

Check this box when donor has specifically requested that he/she not be included in the recognition program. Checking this box prevents the donor from being coded for the entire program although they may have a qualifying gift.

Declined Status on Step

November 10, 2014

The prospect has declined to meet with the fundraiser after a specific request has been made.

Data Warehouse

November 10, 2014

The storage categorization of data (from the constituent database) that is denormalized /or ‘flattened’ to make complex calculations quickly; data is accessible through a query function.