Work With Relationships Window

This window allows you to view information about donors and alumni and also to view more detailed information about an ID Number on various other windows.

When you enter an ID Number in the ID # column of the Work With Relationships window, that ID Number becomes the root of the tree and allows you to view related family ID Numbers and information about those ID Numbers. When you select an ID Number, information about that ID Number displays in the right pane. You can open the Name Entity window to enter a new name (a name not currently in the database) by right-clicking in the ID # column and choosing New Name.

The Back and Forward buttons have drop-down data windows that list the names of the ID Numbers viewed while working with a group of related ID Numbers. When you enter a new ID Number in the ID # column, the previous number is added to the Back list and you may be prompted to save any changes. When you close the Work With Relationships window, the Back and Forward drop-down data windows are cleared of all ID Numbers.

Clicking the plus sign (+) beside Related IDs (or double-clicking the label) expands to display Family IDs and Relationships (see example below). Even if Family IDs and Relationships are empty [no plus sign (+) is displayed beside them], they are always available as options. Following is an example:

Options (Tree View)

When an ID Number is selected, icons specific to the options in this window appear in the toolbar. However, the following options are also available in the Options menu and in the right-click menu:

Customizable Form (right pane)

This form includes a drop-down list of Original and Customized forms and a Customize button. Clicking the Customize button opens InfoMaker and allows you to modify the selected form. You can then modify the data window and either replace the existing data window or save the modified data window under a new name (File > Save as). You must close and re-open the Work with Relationships window to select and display the new form from the drop-down list.

The following tables can be used to customize the Work with Relationships window. If any other tables are included on the form, data on these tables can be displayed but not updated.

How To

1. Open the Work With Relationships window.

2. Enter an ID Number or choose Advanced Search or Previous Name from the right-click or Options menu. You MUST enter an ID Number because the tree will not expand unless an ID Number populates the ID # column.

3. Right-click on ID Number within the Family IDs or Relationships roots with which you want to work, and choose Make Top of Tree.

4. In the ID # column, this ID Number replaces the one with which you were working previously. The previous ID Number is stored in the Back drop-down window until the window is closed.

5. You can now expand Family IDs and Relationships to view information for the new ID Number.

Be sure that the matching company has a constituency code.

You may have multiple policies for each company. However, the same policy code cannot be used more than once.

Policies start over at the beginning of the calendar year.

1. Open the Work With Relationships window.

2. Choose Matching Gift Policy from the right-click or Options menu.

3. The Maintain Matching Gift Policies window opens.

4. Enter the policy name or choose a previously defined policy from the drop-down list.

5. Enter the maximum limits in the Max Match Overall and Max Match Donor columns in the header. (This is the total amount for all policies that are defined for this company.)

6. Type in the sub-policy code, limits (not to exceed the Max Match Donor amount), ratio, dates, etc., for that row.

7. Save.

8. Repeat for additional policies.

1. Open the Work with Relationships window.

2. Enter an ID Number or choose Advanced Search or Previous Name from the right-click menu.

You must enter an ID Number. The tree will not expand unless an ID Number populates the ID # column!

3. Related IDs is expanded and displays Family IDs and Relationships.

4. Right-click on the "Relationships" label.

If you click an ID Number within the Relationships tree, the Relationships window opens for that ID Number, not the ID Number at the top of the tree.

Choose Add Relationships.

6. The Relationships window opens for the ID Number at the top of the tree (ID # column at top of window).

1. Open the Work with Relationships window.

2. Enter an ID Number or choose Advanced Search or Previous Name from the right-click menu.

You must enter an ID Number. The tree will not expand unless an ID Number populates the ID # column!

3. Related IDs is expanded and displays Family IDs and Relationships.

4. Right-click on the "Family IDs" label.

5. Choose Add Family Relationship.

6. The Family Relationships window opens.

7. You can add or edit an ID Number by entering the appropriate ID Number in the appropriate column (Spouse, Family, Guardian, Father, Mother).

8. Click OK.

Two rows will be created: one row for the specified donor and one row for the related ID Number with a corresponding relationship.

1. Open the Work With Relationships window.

2. Enter the appropriate ID Number, and press Enter.

3. Highlight the ID Number in the top of the tree, and choose Relationships from the right-click or Options menu.

4. The Relationships window displays the list of relationships (if any) the donor currently has with other persons or organizations.

5. To add a new relationship, choose Add Row from the right-click or Options menu.

6. Type in or select from the drop-down list the code identifying the relationship the donor has with the related party.

7. Enter any desired additional information.

8. Save.

1. Open the Work With Relationships window.

2. Enter the appropriate ID Number, and press Enter.

3. Highlight the ID Number in the top of the tree, and choose Receipt Instructions from the right-click or Options menu.

4. The Maintain Donor Receipt Instructions window displays instructions (if any) to be followed when entering gifts or pledges for this donor.

5. To add instructions for the donor, choose Add Row or Insert Row from the right-click or Options menu.

6. Type the instructions.

7. Save.

8. Repeat for additional lines.

1. Open the Work With Relationships window.

2. Enter the appropriate ID Number, and press Enter.

3. Highlight the ID Number in the top of the tree, and choose Notepad from the right-click or Options menu.

4. The Notepad window displays any Notepad information previously entered.

5. Enter notes and/or assign or edit actions, action lists, and events.

6. Save.

If you are entering a new name, right-click in the ID # column on the Work With Relationships window and choose New Name, which opens the Name Entity window.

1. In the Work With Relationships window, enter the appropriate ID Number and press Enter.

2. Right-click on the ID Number in the tree view, and choose Biograph Information.

3. The Biographical Data window opens with the Name tab active.

4. If information is displayed in the Name tab, the following tabs are available: Dev Bio 1, Dev Bio 2, Address, and Biographical.

5. Enter information in the Dev Bio 1 tab and Save. The following tabs are available: Donor Info, Alumni, and Major Potential Donor.

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Enter information in the Donor Info tab and Save. The Corporate Info tab is available.

6. Enter information in other tabs. Save information entered in each tab before moving to another.

1. Open the Work With Relationships window.

2. Enter the appropriate ID Number, and press Enter.

3. Choose Biograph Information from the right-click or Options menu.

4. The Biographical Data window opens with the Name tab active.

Depending on the type of person or organization you are entering, certain tabs are not available on this window.

5. If information is displayed in the Name tab, the following tabs are available: Dev Bio 1, Dev Bio 2, Address, and Biographical.

6. Enter information in the Dev Bio 1 tab and Save. The following tabs are available: Donor Info, Alumni, and Major Potential Donor.

7. Enter information in the Donor Info tab and Save. The Corporate Info tab is available.

8. Enter information in other tabs. Save information entered in each tab before moving to another.

1. Open the Work With Relationships window.

2. Enter ID Number, and press Enter.

3. Choose Constituency Codes from the right-click or Options menu.

4. The Maintain Donor Constituency Codes window opens.

5. To add a constituency code, choose Add Row or Insert Row from the right-click or Options menu.

6. Select the code identifying the relationship the donor has with your organization. Indicate the begin and end dates.

7. After all constituency codes are entered for the donor, mark one of the rows as the default.

8. Save.

1. Open the Work With Relationships window.

2. Enter the appropriate ID Number, and press Enter.

3. Choose Attributes from the right-click or Options menu.

4. The Attributes window opens displaying the list of attributes currently attached to the donor.

5. To add a new attribute, choose Add Row or Insert Row from the right-click or Options menu.

6. Enter or select the code identifying the new attribute, and enter additional information.

7. Save.

If you are entering a new name, right-click in the ID # column on the Work With Relationships window and choose New Name, which opens the Name Entity window.

1. Open the Work With Relationships window.

2. Enter the appropriate ID Number and press Enter.

3. Right-click on the ID Number in the tree view, and choose Biograph Information.

4. The Biographical Data window opens with the Name tab active.

5. If information is displayed in the Name tab, the following tabs are available: Dev Bio 1, Dev Bio 2, Address, and Biographical.

6. Enter information in the Dev Bio 1 tab and Save. The following tabs are available: Donor Info, Alumni, and Major Potential Donor.

7. Enter information in the Donor Info tab and Save. The Corporate Info tab are available.

8. Enter information in other tabs.

9. Save information entered in each tab before moving to another.

If you are entering a new name, right-click in the ID # column on the Work With Relationships window and choose New Name, which opens the Name Entity window.

1. Open the Work With Relationships window.

2. Enter the appropriate ID Number, and press Enter.

3. Right-click on the ID Number at the top of the tree, and choose Biograph Information.

4. The Biographical Data window opens with the Name tab active.

5. If information is displayed in the Name tab, the following tabs are available: Dev Bio 1, Dev Bio 2, Address, and Biographical.

6. Enter information in the Dev Bio 1 tab and Save. The following tabs are available: Donor Info, Alumni, and Major Potential Donor.

7. Enter information in the Donor Info tab and Save. The Corporate Info tab is available.

8. Enter information in other tabs.

9. Save information entered in each tab before moving to another.

1. Open the Work With Relationships window.

2. Enter the appropriate ID Number and press Enter.

3. Right-click on the ID Number in the tree view, and choose Biograph Information.

4. The Biographical Data window opens with the Name tab active.

5. If information is displayed in the Name tab, the following tabs are available: Dev Bio 1, Dev Bio 2, Address, and Biographical.

6. Enter information in the Dev Bio 1 tab and Save. The following tabs are available: Donor Info, Alumni, and Major Potential Donor.

7. Enter information in the Donor Info tab and Save. The Corporate Info tab is available.

8. Enter information in other tabs.

9. Save information entered in each tab before moving to another tab.

1. Open the Work With Relationships window.

2. Enter an ID Number or choose Advanced Search or Previous Name from the right-click or Options menu. You must enter an ID Number. The tree will not expand unless an ID Number populates the ID # column.

3. Related IDs is expanded and displays Family IDs and Relationships.

4. To delete a row from the Family IDs:

a. Click the plus sign (+) beside the "Family IDs" label.

b. Select the Family ID you want to delete.

c. Choose Delete Row from the right-click or Options menu.

5. To delete a row from the Relationships:

a. Click the plus sign (+) beside the "Relationships" label.

b. Select the relationship you want to delete.

c. Choose Delete Row from the right-click or Options menu.

6. Save.

Donors are added to giving clubs at the time of gift entry.

1. Open the Work With Relationships window.

2. Enter the appropriate ID Number, and press Enter.

3. Choose Giving Clubs from the right-click or Options menu.

4. The Maintain Donor Giving Clubs window opens displaying the list of clubs to which the donor belongs (if any).

5. You may not add a giving club to a donor using the Maintain Donor Giving Clubs window; however, you can overwrite information about the club for the donor. This information is maintained by their giving and the giving clubs defined at your organization.

6. If you changed information on the window, Save.

These windows are built on Summary tables. If Update Summaries During Gift Entry is not selected on the Master Config tab on the Development Configuration window, then you must run the recalc to receive correct information.

1. Open the Work With Relationship window.

2. Select the ID Number, and choose Donor Inquiry from the right-click or Options menu.

3. The Donor Giving Summary Information window opens with the Details tab active.

4. To filter the transactions that appear on the Details tab, choose Filter Transactions from the right-click or Options menu.

5. The Select Transactions to Display Window opens.

6. Type in the information by which you want to filter the details and click OK.

7. To view details of a particular transaction, double-click on the transaction or choose View Tran Details from the right-click or Options menu.

8. The Transaction Details window opens.

9. Click on the tab summarizing the type of giving information you want to see.

10. You may not change any information in the rows in any of the tabs. These rows are not editable.

11. To view additional summary information on the Giving Summary Detail window about a row on one of these tabs, select the row and choose Summary Details from the right-click or Options menu.

1. Open the Work With Relationship window.

2. Right-click on the ID Number and choose Donor Inquiry.

3. The Donor Giving Summary Information window opens with the Details tab active.

4. Select the Lifetime tab.

5. Choose Pledge Details from the right-click or Options menu.

6. The Donor's Pledges window opens.

7. Select a row in the top portion of the window, and the transactions and payments for it appear in the bottom portion of the window.

8. Right-click on a row in the top portion of the window and choose Pledge Info. The Pledge Entry window opens in read-only format.

9. Right-click on a row in the bottom portion of the window and choose View Tran Details. The Transaction Details window opens in read-only format.

All information on the Donor Giving Summary window is view-only.

1. Open the Work With Relationship window.

2. Enter the appropriate ID Number, and press Enter.

3. Right-click on the ID Number in the top of the tree, and choose Donor Inquiry.

4. The Donor Giving Summary window opens with the Details tab active.

5. To filter the transactions that appear on this tab, choose Filter Transactions from the right-click or Options menu.

6. The Select Transactions to Display window opens.

7. Enter the selection criteria by which you will filter the details and click OK.

8. Click on the tab summarizing the type of information you want to see.

1. Open the Work With Relationships window.

3. Related IDs is expanded and displays Family IDs and Relationships.

4. Select the "Relationships" label, right-click, and choose View Relationships.

If you select the ID Number within the Relationships root, the Relationships window opens for that ID Number, not the ID Number at the top of the Tree.

5. The Relationships window opens for the ID Number at the top of the tree (ID # column at top of window).

1. Open the Work With Relationships window.

2. Right-click on the ID Number and choose Donor Inquiry.

3. The Donor Giving Summary window opens with the Details tab active.

4. Double-click on a transaction or right-click on a row and choose View Tran Details.

5. The Transaction Details window opens. The Gift Class determines whether you see one or two tabs and the tab that is active.

6. You may not change any information in any of the tabs. The information is display only.

1. Open the Work with Relationships window.

2. Enter an ID Number or choose Advanced Search or Previous Name from the right-click or Options menu. The tree will not expand unless an ID Number populates the ID # column.

3. Related IDs is expanded and displays Family IDs and Relationships.

If Family IDs exist in the Biograph Master table, a plus sign (+) appears beside the "Family IDs" label. If Relationships exist in the Relationship Table, a plus sign (+) appears beside the "Relationships" label.

4. Double-click on the Family IDs label, or click on the plus sign (+). If there are Spouse, Family, Guardian, Father, and/or Mother IDs defined for the selected ID # in the Biograph Master table, these labels will display. (If no value exists, that particular label will not display).

5. Right-click to access the Biographical Data, Donor Giving Summary Information, Maintain Donor Constituency Codes, Maintain Matching Gift Policies, Attributes, Relationships, Maintain Donor Receipt Instructions, Maintain Donor Salutations, Notepad, and/or Family Relationships windows. Each of these windows is editable and relates to the ID Number selected on the Work With Relationships window.

6. Double-click on the "Relationships" label, or click on the plus sign (+). Displayed are those ID Numbers that have defined relationships with the ID Number at the top of the tree. If you click the plus sign (+) beside one of the ID Numbers, displayed will be ID Numbers that have defined relationships with that particular ID Number in the Relationship Table.

7. Right-click on the "Relationships" label and choose View Relationships to open the Relationships window for the ID Number at the top of the tree. Right-click on an ID Number in the Relationships tree to access the Relationships window to delete the row (Delete Row option), or move the ID Number to the top of the tree (Make Top of Tree option).

- Related IDs
	- Family IDs
		Spouse
		Family
		Guardian
		Father
		Mother
	- Relationships
		+ Any persons with relationships defined in the Relationship Table.
		- Any persons with relationships defined in the Relationship Table.
			+ Any persons with relationships defined in the Relationship Table for the above ID Number.