This is a tool that has been developed to assist you when building queries.
This page is separated into sections to correspond with the different types of data that you might interrogate when using the database. This is an initial prototype that will be developed further over the coming weeks and months.
This Glossary has been designed to compliment the things you learned on your Fundamentals 2 training course, not to replace the need for training.
If you have suggestions as to how this page can be improved or commonly used nodes that you think should be included, please contact firstname.lastname@example.org.
- 1 Introduction
- 2 Relationship Management
- 3 Individual/Personal
- 4 Employment
- 5 Events
- 6 Prospecting
- 7 Revenue
- 8 Wealth Point
- 9 Education/Academic
- 10 Communications & Interactions
- 11 Online Information
- 12 System Fields
- 13 Template Queries
- 14 Suppressions
- 15 Smart Fields
- 16 New to DARS V3.0
How to use this Glossary
This Glossary has been broken down into sections themed on the type of information that you wish to query.
Each section will have 3 sections:
- A description of the section
- Hints & Tips when querying on this type of information
- List of useful query nodes
Within each section you will find tables that contain the 'day to day' term for data, a comment in regard to its use and where in the Query Builder you need to look for these fields.
The nodes will be formatted as a pathway for you to follow in the Query builder, using the '>' symbol as an instruction to move down one level in the tables i.e
- Education (Primary) > Attributes > Oxford College Attribute > Value would mean:
- Main table in Field explorer > Sub Table in Field Explorer > List of attributes > Field to select
Over time, we will expand this page to have links to various DARS training and policy documents, images and video tutorials.
Here are some key terms and definitions that we use when building queries in DARS:
|Query||A way of asking DARS to provide us with information of our choice. This can be about people, donations, events... Anything!|
|Selection||A way of taking a snapshot of the results from a query, usually to populate another process in DARS... Like a guest list for an event for instance.|
|Table||A table is simply how a database broadly organises the data. For instance by address, by education, by revenue so on and so forth...|
|Field||A field is simply how a database organises each piece of information in to a table. Within an Address table the fields might be; city, postcode, country, etc.|
|Field Explorer||The column on the far left of the Query Builder screen. Essentially this is a list of all the tables in that database that you can query on.|
|Fields||The column on the middle of the Query Builder screen. A list of all the fields within each table. These fields change as you move to different tables in the Field Explorer.|
|Filters||The box in the top right of the Query Builder screen. Filters are the Fields (pieces of information) you have chosen to define what/who your query is looking for in the database. Create filters by simply dragging and dropping fields into the filters area.|
|Outputs||Don't confuse these with filters. Once the filters have done their job and narrowed your results down to suit your needs the Outputs do their bit. The outputs are what information you would like to know about your filtered list of people. Capiche?|
These query nodes will help you to determine which areas of the University have a relationship with any individual, organisation or group.
Hints & Tips
- Always consider using these nodes as outputs, they'll inform you of who else is in contact with this individual or organisation.
- If considering an approach ALWAYS follow the Clearance process
- In most cases, the undergraduate college will be the Relationship Manager for alumni.
- In most cases, the Central University will be the Relationship Manager for non-alumni.
|Relationship Manager||Area of the University with closest relationship||Assigned Security Groups > Security Group Name|
|Interested Parties||Other areas of the University with an active relationship||Sites > Name|
|Prospect Manager||Lead Fundraiser within Relationship Manager||Prospect > Prospect Manager > Name|
|UO Relationship Lead||Lead Fundraiser coordinating UODO approaches||UO Relationship Lead (Current) > Fundraiser|
The following nodes are useful when querying on individual records or pulling out personal information.
Hints & Tips
- Keep a constituent record open in a separate window and use this as a guide to find data
- If you're adding a count on to an output, you must ensure that you have selected 'Constituent Record' as an output
- Bear in mind that certain nodes will give you one-to-one results, others will give you one-to-many results.
- Always use Lookup ID as an output, this will help you distinguish people with similar details
|Surname||Recorded as 'Last/Org/Group Name' on DARS||Constituent > Last/Organization/Group/Household name|
|Forename||-||Constituent > First Name|
|Primary Salutation||Salutation marked as preferred on record||Addressee and Salutation > Primary salutation|
|Primary Addressee||Addressee marked as preferred on record||Addressee and Salutation > Primary addressee|
|Chancellor's Salutation/Addressee||If filtering use Type, if outputting use Name||Name Formats > Type - Select entries that begin with CHAN|
|Vice Chancellor's Salutation/Addressee||If filtering use Type, if outputting use Name||Name Formats > Type - Select entries that begin with VICE|
|Formatted Address||To retain formatting on overseas addresses - these are the address outputs required by mailing houses||Address (Primary) > Formatted Address Lines > Address Lines 1-9|
|Formatted Address||To retain formatting on overseas addresses - useful for mail-merging to produce labels||Address (Primary) > Full Address|
|Spouse (Not on DARS)||For use with spouses that have no DARS record||Attributes > Spouse/Partner's Name Attribute > Value|
|Child (Not on DARS)||For use with children that have no DARS record||Attributes > Child's Name Attribute > Value|
|Relationships - Type||Query on Spouses, Parents, Children, Colleagues, Friends etc||Relationships > Relationship type|
|Relationship - Name||Display the name of the related individual||Relationships > Related Constituent > Name|
|Constituencies||Display the different reasons for the presence of a DARS record (Alumnus, Student, Donor etc)||Constituencies > Constituency|
|Interests||Likely to be a one to many field||Interests > Interest type|
|Has Current Group Memberships?||Are they currently a member of any DARS groups (CCB, VCC, etc)||Groups Belonging To > Is current|
|Current Group Members||Members within a specific DARS Groups (CCB,VCC, etc)||Groups Belonging To > Constituent > Constituent Record|
|Group name of Membership||Name of group||Groups Belonging To > Constituent > Name|
|Current Email Address||Display preferred email address||Email Address (Primary) > Email address|
|Previous Email Addresses||Display historical or other non-primary email addresses||Email Addresses > Email address|
|Picture||Display all records that have pictures uploaded||Constituents > Picture > Not Blank|
|Social Media Accounts||Social media accounts e.g. LinkedIn, Twitter||Constituent > Social Media Accounts > Account Type or Profile Page URL (under the 'Related Items' section)|
|BBIS Online Activity||Details of BBIS account such as status, username and login activity||Constituent > Online Information > Active or Username or Last Login Date|
These nodes will display information that we hold in regard to employment.
Hints & Tips
- If you wish to query on the actual Employer, simply set the filters to look at the company.
- Be careful of duplicate Organisation records
- Use the Contact (Primary) tables to query on individuals who work at an organisation.
|The primary contact at the Organisation||Use the fields to query on Contacts at an organisation||Contact (Primary) > Select the desired constituent fields|
|Primary Business||The constituent's preferred employer||Business (Primary) > Name|
|Industry||-||Business (Primary) > Industry|
|The following fields are under a different node from the previous two|
|Job Title||-||Business (Primary) Relationship (Current) > Job Title|
|Profession||-||Business (Primary) Relationship (Current) > Job Category|
|Employment Start/End dates||Business (Primary) Relationship (Current) > Employment Start Date / Employment End Date|
When managing events it can be useful to find out more information about your invitees and/or guests. This section looks at the most commonly used events fields.
Hints & Tips
- Use the Events source view when creating a new query
- Don't try and write one query that does it all. Consider writing smaller queries that break the event down into chunks i.e 1 query at the stage of invitation, another query for registrants, another query for special requirements etc.
|Invitation/Correspondence||Any letters sent to invitees/guests||Invitees > Name|
|Date of Invitation/Correspondence||-||Invitees > Invitation processed on|
|Is registered||-||Invitees > Registered|
|Is Cancelled||In cancelled is usually used to record no shows on the day||Invitees > Registrant > Is canceled|
|Will not attend||Cancellations in advance||Invitees > Registrant > Will not attend|
|Is guest||-||Registrants > Guest > Is guest|
|Host Name (if guest)||-||Registrants > Guest > Host name|
|Ticket Option||-||Registrants > Mapped Registrations > Registration Option|
|Ticket Cost||-||Registrants > Mapped Registrations > Registration > Registration Fee|
|Received Fees||-||Registrants > Registration Payments > Total payment amount|
|Balance||-||Registrants > Balance|
|Restriction Type||Dietary/Mobility considerations||Registrants > Restrictions > Type|
|Restriction Option||Dietary/Mobility considerations||Registrants > Restrictions > Options > Option|
One of the key features of DARS is it's ability to generate prospect lists based on queries. In this section are some of the most commonly used or helpful pieces of data in relation to prospecting and gifts that are being cultivated.
Hints & Tips
- A prospect should ALWAYS have a prospect plan
- A prospect plan should ALWAYS have an opportunity
- Remember to keep your opportunities up to date, this will enable to query on things like 'How many opportunities do we have pending an ask?' etc
|Donor Band||i.e Non Donor, Donor, Mid Level or Major Donor||Model Scores and Ratings > Donor Band attribute > Value|
|Constituency||-||Constituencies > Constituency|
|Is Active Prospect?||Do they currently have an active prospect plan?||Prospect > Is active|
|Prospect Plan Name||-||Prospect > Prospect Plans > Name|
|Prospect Manager||-||Prospect > Prospect Manager > Name|
|UO Relationship Lead||-||UO Relationship Lead (Current) > Fundraiser|
|Opportunity Status||I.e Qualified, Response Pending, Accepted etc||Prospect > Prospect Plans > Opportunities > Status|
|Opportunity Designation||-||Prospect > Prospect Plans > Opportunities > Opportunity Designations > Designation|
|Expected Ask Amount||-||Prospect > Prospect Plans > Opportunities > Expected ask amount|
|Ask Amount||-||Prospect > Prospect Plans > Opportunities > Ask amount|
|Accepted Amount||-||Prospect > Prospect Plans > Opportunities > Accepted ask amount|
|Plan Primary Manager||-||Prospect > Prospect Plans > Primary Manager > Name|
|Plan Secondary Manager||-||Prospect > Prospect Plans > Secondary Manager > Name|
Querying on Revenue can be a daunting task because we record so much information about each transaction, such as whether it's a gift, event registration payment, membership fee etc.
This section refers to queries using a Revenue Source view. If using a Constituent Source view, simply go to the Revenue table in the Field explorer first, then follow the Node paths.
Hints & Tips
- Think about what source view to use. If you want a list of gifts by an individual, use a Constituent Source view. If you want a list of gifts by Designation/Campaign then use a Revenue Source view.
- If you need sums or counts, consider using a smart field instead.
- If you're querying for the Central University, use Designations to view funds.
- If you're querying for the Colleges, use Campaigns to view funds.
|Designation||Destination fund for a gift recieved by Central University||Application Details > Designation Name|
|Campaign||Destination fund for a gift recieved by College||Application Details > Revenue Campaigns > Campaign Name|
|Application||Is this a Donation, pledge, event payment etc||Application Details > Application|
|Revenue Category||What type of Revenue is this? I.e Philanthropic Donation, Non Philanthropic Revenue etc||Application Details > Revenue Category|
|Net Amount||Without Gift Aid||Revenue > Amount|
|Gross Amount||With Gift Aid||Application Details > Gift Aid > Gross amount|
|Has Gift Aid Declarations||Their Gift aid status per gift||Application Details > Gift Aid > Gift Aid Qualification Status|
|Is Acknowledgement Pending?||-||Revenue Letters > Acknowledged Revenue > Is pending|
|Acknowledgement Date||-||Revenue Letters > Acknowlegde Date|
|Acknowledgement Letter||-||Revenue Letters > Letters > Name|
|Gift Date||Date the gift was made||Revenue > Date|
|Transaction Currency||Currency the gift was made in i.e GBP, USD, HKD etc||Application Details > Transaction Currency > Name or Currency symbol (to suit preference)|
|Payment Type||Cash, Cheque, Direct Debit etc||Application Details > Revenue Details > Payment Method|
|Given Anonymously||-||Revenue > Given Anonymously|
|Solicitor/Fundraiser||Fundraisers recorded against this gift||Application Details > Revenue Solicitors > Constituent > Name|
|Recognition Name||Name of Soft credits recorded against this gift||Application Details > Revenue Recognition Credits > Constituent > Name|
|Recognition Amount||Amount of Soft credits recorded against this gift||Application Details > Revenue Recognition Credits > Amount|
|Appeal||Appeal that the gift/revenue feeds into||Appeal > Name|
|Gift ID||ID Number of each unique gift or payment||Application Details > Revenue Details > Revenue ID|
|Batch Number||Unique number of the batch which uploaded the revenue||Application Details > Revenue Details > Batch number|
|Destination Bank Account||Bank account where funds have been transferred to||Revenue > Attributes > Destination Bank Account Attribute > Value|
|Last Pledge Payment Date||Date the last payment was received||Application Details > Pledges > Pledge Details > Lastest installment payment date|
|Pledge installment Start/End Date||Date of the first/Last installment of a pledge||Application Details > Pledges > Pledge Details > Installments start date or Installments end date|
|Other Method||If the Payment Method selected is 'Other', this field contains the specific method||Revenue > Other Method (under the 'Other' section)|
|Pledge Payment Amount||-||Application Details > Pledges > Payments > Amount|
Querying on Wealth Point will allow you to interograte DARS for wealth information regarding North American Alumni. Below you will find a list of nodes that will tell you everything about a constituent's wealth and ratings on DARS. Click this link to see a full breakdown in the Wealth Point QRG.
This section refers queries using a Constituent Source View, simply go to the Wealth Capacity and Wealth Information table in the Field explorer first then follow the Node paths.
Hints & Tips
You can also query on Wealth information when using any source view that has a constituent table in the field explorer. For example:
- Prospect Plans
|Estimated Wealth||Estimated Wealth Banding||Wealth Capacity > Estimated Wealth|
|Estimated Wealth Value||A Constituent Total Estimated Wealth Value||Wealth Capacity > Estimated wealth value|
|Major Giving Capacity||Major Giving Capacity Banding||Wealth Capacity > Major giving capacity|
|Major Giving Capacity Value||A Constituent approx Major Giving Value||Wealth Capacity > Major giving capacity value|
|Overall Rating||Wealth Capacity > Overall rating|
Wealth Information - Assets
|Real Estate||Tracks all Real Estate owned by the constituent||Wealth Information > Real Estate|
|Business Ownership||Tracks all business ownership for the constituent||Wealth Information > Business Ownership|
|Securities||Tracks all stock holdings owned by the constituent||Wealth Information > Securities|
|Income/Compensation||Tracks all forms of income for a constituent||Wealth Information > Income/Compensation|
|Other Assets||Tracks additional constituent assets||Wealth Information > Other Assets|
Wealth Information - Indicators
|Biographical||Displays all constituent wealth contact information||Wealth Information > Biographical Data|
|Political Donations||Tracks the constituents donations made to political campaigns||Wealth Information > Political Donations|
|Philanthropic Gifts||Tracks the constituents donations to non-profit organistaions||Wealth Information > Philanthropic Gifts|
|Nonprofit Affiliations||Tracks the constituents relationships to non-profit organisations||Wealth Information > Nonprofit Affiliations|
|Private Foundation Affiliations||Tracks the constituents association with non-profit foundations||Wealth Information > Foundation Affiliations|
On a day-to-day basis it is likely that the area of study or education may be an essential piece of information you wish to query on. Below you will find a list of nodes which tell you everything about someone's period of study and their academic involvements.
Hints & Tips
- Every week DARS is updated with information from the Oxford Student System (OSS) meaning education information for Oxford alumni since 2000 should be up-to-date and accurate
- If an individual has studied elsewhere other than Oxford, this will only be in DARS if it has been disclosed by the constituent
- Search on the Education (Primary) nodes to filter first courses studied from the subsequent records in Education History nodes
|Education Institution||i.e University of Oxford||Education (Primary or History) > Educational institution name|
|College||i.e St John's, St Peter's, Regents Park, etc||Education (Primary or History) > Attributes > Oxford College Attribute > Value|
|Department||i.e History Faculty, Department of Continuing Education etc||Education (Primary or History) > Additional Information > Academic catalog college|
|College Start/End date||-||Attributes (From the main hierarchy) > Oxford College Start/End Dates Attribute|
|Degrees and Courses||Search on the primary nodes to filter first courses studied from subsequent records.||Education (Primary or History) > Academic catalog degree|
|Degree status||i.e Graduated, studying or incomplete etc||Education (Primary or History) > Status|
|Matriculation Year||-||Attributes > Matriculation Year (Use) Attribute > Value|
|Oxford MA||MA which can be purchased NOT Masters that have been studied||Attributes > MA Date Attribute|
|Involvement Type||Type of educational involvement i.e Sport, subject society, award etc||Educational Involvement > Type|
|Involvement (Club or Society) Name||i.e University College Football Club, Oxford Union Debating Society etc||Educational Involvement > Name|
|Involvement Position||i.e President, Treasurer, member/supporter etc||Educational Involvement > Position|
Communications & Interactions
In this section we will look at the nodes that are helpful filters and outputs when interested in Communications and Interactions.
Bear in mind that using these nodes IS NOT a replacement for using a Suppression. Suppressions are much more comprehensive for filtering your results.
Hints & Tips
- If site security has been applied to an interaction, it will be filtered from the results meaning that querying is not a loophole around constituent security
- Using system fields can be helpful to identify who uploaded documents on to DARS
- Interactions are for one-to-one points of contact between the University and a constituent. Communications are bulk correspondences.
|Do Not Mail||-||Address (Primary) > Do not mail|
|Do Not Email||-||Email Address (Primary) > Do not email|
|Do Not Phone||-||Phone (Primary) > Do not call|
|Collected Consent||Indicates if consent has been collected for email marketing||Attributes > Collected Consent for marketing activities Attribute > Value|
|Communication Name||Mass communication name||SEE USEFUL INFO NOTE BELOW|
|Communication Date||Mass communication mail/email Date||SEE USEFUL INFO NOTE BELOW|
|Communication Site||Site which owns the Mass Mailing||Interactions > Sites > Name|
|Interaction Name||One-to-one interaction name||Interactions > Summary|
|Interaction Date||One-to-one interaction date||Interactions > Date|
|Interaction Status||One-to-one interaction status i.e Planned, Pending, Complete etc||Interactions > Status|
|Interaction Contact Method||One-to-one interaction contact method i.e Outgoing Letter, Incoming Email, Face-to-Face Meeting etc||Interactions > Contact method|
|Interaction Owner||Persons than owns the One-to-one interaction||Interactions > Owner > Name|
|Interaction Category||One-to-one interaction category i.e Cultivation/Solicitation, Stewardship, etc||Interactions > Category|
|Interaction Subcategory||One-to-one interaction subcategory i.e Thank you letter, event invite, contact report etc||Interactions > Subcategory|
|Querying on Mass Communications should be performed through the Marketing Effort Source view. Query on a particular effort using either the Name, Code (source code) and/or Mail date, as preferred.|
BBIS Email Tracking Fields
BBIS = Blackbaud Internet Solutions
|BBIS Email ID||Unique ID for this mailing (ID is the same for each recipient)||Constituents > Community Emails Received > Blackbaud Internet Solutions email ID|
|BBIS Email Template ID||Unique ID of the email template used||Constituents > Community Emails Received > Blackbaud Internet Solutions email template ID|
|BBIS Internet Solutions ID||Unique ID of each email||Constituents > Community Emails Received > Blackbaud Internet Solutions ID|
|Bounce Text||Message received back when an email bounces, indicates a Hard or Soft bounce||Constituents > Community Emails Received > Bounce text|
|Bounced||Yes/No Marker showing if an email bounced||Constituents > Community Emails Received > Bounced|
|Clicked Through||Yes/No marker showing if links in an email were followed||Constituents > Community Emails Received > Clicked through|
|Date Sent||Date/Time E-mail was sent||Constituents > Community Emails Received > Date Sent|
|Donated||Yes/No marker showing if a donation was received||Constituents > Community Emails Received > Donated|
|Email Address||Address the email was delivered to||Constituents > Community Emails Received > Email Address|
|Email Name||Title of the email mailing within DARS||Constituents > Community Emails Received > Email name|
|Email Subject||Subject line of email||Constituents > Community Emails Received > Email subject|
|Opened||Yes/No marker showing if email was read||Constituents > Community Emails Received > Opened|
|URL||Admin URL link for this mailing||Constituents > Community Emails Received > URL|
The following nodes hold information about a constituents online access via BBIS.
Hints & Tips
- Not all constituents will have an online account, this is created when a user wishes to manage their own details via an online profile
- The user's confidential password is not accessed or displayed here
|Active||Yes/No field showing if an online account is used||Constituents > Online Information > Active|
|BBIS user ID||Unique system ID for the user's login||Constituents > Online Information > Blackbaud Internet Solutions user ID|
|Deleted||Yes/No marker showing if the user has been deleted||Constituents > Online Information > Deleted|
|Last login date||Date/Time the user last logged on||Constituents > Online Information > Last login date|
|User added date||Date/Time the user signed up||Constituents > Online Information > User added date|
System Fields are bit of information that DARS records about who is creating and modifying data. This is useful if one needs to identify the source when a constituent's record is updated.
Hints & Tips
- System Field are always displayed in the Fields (middle column) of the Query Builder screen no matter where in the Field Explorer (left hand column) you have clicked. Just look under the 'System Fields' heading for the following nodes:
|Added By User Name||Displays the User Name of the individual who created a piece of information||System Fields (in middle column) > Added by user name|
|Date Added||-||System Fields (in middle column) > Date added|
|Changed By User Name||Displays the User Name of the individual who modified a piece of information||System Fields (in middle column) > Changed by user name|
|Date Changed||-||System Fields (in middle column) > Date changed|
Before you create a new query, check to see if there is a Template Query that might do some of the legwork for you.
Hints & Tips
- Template Queries can be found by using the Category filter in the Query area of DARS
- Remember to use the COPY option when modifying a query - You don't want to save over the template!
- When saving templates for your own use, change the Category to none on the save dialog screen
- When renaming template queries, remember to follow the Naming Convention
- ALWAYS check your results carefully
|Prospecting||Prospect identification template by Country||SYSW-CTLI-DDK-Prospect Identification Template incl. Constituencies|
|Events||Display details of Invitees to an event||SYSW-EVNT-DDK-Template Event Invitees Query|
|Events||Display details of Registrants to an event||SYSW-EVNT-DDK-Template Event Registrants Query|
|Events||View the Special Requirements of your registered guests||SYSW-EVNT-DDK-Template Event Special Requirements Query|
|Events||View the interactions and responses to your event||SYSW-EVNT-DDK-Template Event Interaction Response Query|
|Revenue||View the last month's new funds raised total||SYSW-GIFT-DDK-Destination Fund Last Month New Funds Raised|
|Revenue||View the last month's cash receipts total||SYSW-GIFT-DDK-Destination Fund Last Month Cash Receipts|
If you are writing a query with the intention of using your results as a contact list (be it for an event, a communication, a mailing list etc) it is ESSENTIAL that you suppress your results to ensure that you have excluded deceased, inactive, blank records as well as excluding people who've told us that they don't wish to be contacted.
Hints & Tips
- System Suppressions will weed out any deceased, inactive, skeletal records etc as well as removing records where little or no information has been recorded.
- Mail Preference Suppressions will weed out any records where individuals/organisations have requested to 'opt out' of receiving a particular regular mass communication, e.g. a College newsletter.
- OXUN Suppressions are for use by Central University / COLL Suppressions are for the Colleges
- Each suppression will have a site, a purpose and a channel or medium i.e St John's College, for fundraising by email.
- The Suppressions are set up for you and will always follow the Naming Convention.
e.g SITE-TYPE of Query-Suppression Number-Description of when to be used or e.g SJOH-SUPP-528-Fundraising Mail
|College System Suppression||Selection > SUPP COLL System Suppressions||For colleges to suppress inactive or deceased records, and constituents who request no contact from the college|
|College Mail Preference Suppression||Selection > SUPP COLL Mail Preference Suppressions||For colleges to suppress constituents who have opted out of receiving a particular regular mass communication|
|Central System Suppression||Selection > SUPP OXUN System Suppressions||For Central University to suppress inactive or deceased records, and constituents who request no contact from the Central University|
|Central Mail Preference Suppression||Selection > SUPP OXUN Mail Preference Suppressions||For Central University to suppress constituents who have opted out of receiving a particular regular mass communication|
Smart Fields are fields that you can use as filters or outputs that are pre-calculated, this means that you don't have wait around whilst the database does all of the number crunching if you want to find out things like:
- Someone's total giving
- Total number of events someone has attended
- Total cash raised for a particular fund
To create Smart Fields you will need to be a Local Site Administrator (this is usually your Super User).
For more information see:
- Creating Smart Fields - https://www.darscentral.ox.ac.uk/document.doc?id=800
- Using Smart Fields - https://www.darscentral.ox.ac.uk/document.doc?id=751
- Check the Learning section at www.darscentral.ox.ac.uk
New to DARS V3.0
Hints & Tips
- Social media accounts will allow you to see if you are able to contact constituents through these channels. (For example Facebook Events)
- Clicking on a social media account will take you to an external website
Social Media Accounts
These nodes will display information that we hold in regard to social media accounts
|Social Media Account||What Social Media Accounts attached to the constituent record||Social Media Accounts > Social media service|
|Social Media Account Page URL||Link to the Social Media Account||Social Media Accounts > Profile page URL|
|Contacting via a Social Media Account||Allowed to contact via Social Media (Facebook Events)||Social Media Accounts > Do not contact using this account|
Other Query Node Changes in V3
- All nodes in the Revenue Application Source View have been moved to Financial Transaction Line Item (except for the custom GL queries).
- Revenue > Other Method has moved to Revenue>Other Method (this may not look like a change but all the Queries/Selections that use this node in v2.9 should remove the original node and add the new node before running the Query/Selection (Used in a lot of R68 Selections).
- Use Constituents>Social Media Accounts instead of Constituents>Media>type
- Constituent>Community Member nodes have moved to Constituent>Online Information
- Educational Institution no longer a drop-down list in SP4 it is now a search list.