Jenzabar Campus Portal Features Help Hub

Setting Up Donor Profiles

Before allowing Advancement Officers access to the portlet, it is recommended you establish the search settings, if degree history information, relationship notations, and notes from Communications Management (i.e., Notepad) will be displayed, and the number of gifts, contacts, and pledges to display.

  1. Access the Internet Configuration window in J1 Desktop.

  2. From the Module drop-down option list, select DJ, DE Module Access (JICS Configurations only).

  3. To automatically update address changes for related IDs when using Direct Update Form:

    • Select the auto_update_related_adress row.

    • Enter the address codes for related ID's that should be automatically updated via an online submission. Address codes should be enclosed in single quotes and separated by a comma.

  4. To cross-check the first name:

    • Select the cross-check_first_nickname row.

    • To compare the entered first name to the Name Master table's First Name and Nickname columns, enter Y in the Value column.

    • To compare the entered first name to the Name Master table's First Name column only, enter N in the Value column.

  5. To cross-check the preferred name:

    • Select the cross-check_first_preferred_name row.

    • To compare the entered first name to the Name Master table's First Name and Preferred Name columns, enter Y in the Value column.

    • To compare the entered first name to the Name Master table's First Name column only, enter in the Value column.

  6. To cross-check the last name:

    • Select the cross-check_last_birth_name row.

    • To compare the entered last name to the Name Master table's Last Name and Birth Name columns, enter Y in the Value column.

    • To compare the entered last name to the Name Master table's Last Name column only, enter N in the Value column.

  7. To configure Notepad-related settings:

    • Select the display_notes row.

    • To display notes from Notepad (i.e., the ITEMS table) in the Contacts section of the portlet, enter a in the Value column.

    • Select the num_contacts_to_display row.

    • In the Value column, enter the number of contacts to be displayed. To display all contacts, enter 0.

  8. To display degree history education information:

    • Select the education_display row.

    • To display degree history in the Contacts section of the portlet, enter a H in the Value column. To display degree history and Dev Person in the Contacts section of the portlet, enter a B in the Value column.

  9. If you are using the employer information from the Address Master table, configure the column to be used for the employer's name:

    • Select the employer_name_col_in_addressmaster row.

    • In the Value column, enter the column to use for the employer name. For example, ADDR_LINE_1 or ATTENTION_LINE.

  10. Determine the relationship or address code to determine a donor's employer information in the Profile section:

    • Select the employer_rel_code row.

    • In the Value column, enter the appropriate Relationship or Address code.

  11. Determine if the contact's employer information is retrieved from the Relationship or Address Master table:

    • Select the employer_source row.

    • To retrieve the employer information from the Relationship table, enter R in the Value column.

    • To retrieve the employer information from the Address Master table, enter A in the Value column.

  12. To determine the maximum number of gifts to be displayed:

    • Select the num_most_recent_gifts_rel_mgt row.

    • In the Value column, enter the number of gifts to be displayed. To display all gifts, enter 0.

  13. To determine the maximum number of pledges to be displayed:

    • Select the num_most_recent_pledges_rel_mgt row.

    • In the Value column, enter the number of pledges to be displayed. To display all pledges, enter 0.

  14. To display relationship notations:

    • Select the show_relation_notations row.

    • To include the Relationship notations in the Relationships section, enter Y in the Value column.

    • To not include the Relationship notations in the Relationship section, enter in the Value column.

  15. Click the Save button.

Tip

Verify the appropriate users belong to the user group (Group Membership window in J1 Desktop).

  1. Access the Internet Submissions window in J1 Desktop.

  2. Select the submission type row for the submissions you wish to configure:

    • General Update for Constituent – Third Party (submission type 110 – this is the Notes update submissions type)

    • General Update for Constituent (Third Party) – New (submission type 490 – this is the Direct Update Forms submission type)

  3. Click the Assign Processing and Notification Rights button. The Assign Processing and Notification Rights window appears.

  4. To grant internet submission processing permissions to an existing group, select the Can Process checkbox for the group.

  5. To allow notification e-mails to be sent when an internet submission has been made, select the Must Notify checkbox for the group to receive the e-mail.

  6. To add a group:

    • Right-click and select Add Row. A new row appears.

    • From the Groups drop-down list options, select the group to be granted submission permissions and/or receive notification e-mails.

    • To grant process submission permissions to the group, select the Can Process checkbox for the added group.

    • To allow notification e-mails to be sent when an internet submission has been made, select the Must Notify checkbox for the added group.

    • Click the Save button.

Note

Users in groups designated to receive notifications for a particular submission type receive an email when a submission of the specified type has been made from the Campus Portal.

  1. Log in to J1 Web.

  2. From the global search, search for the individual for whom you are verifying or updating an email address. The person page appears.

  3. From the Person options drop-down, select Person Information Details. The Person Information Details page appears.

  4. Select the Contact Infotab.

  5. To add an email address: in the View Alternate Contacts section. enter or update the user's e-mail address.

    1. From the View Alternate Contacts section, click Create alternate contact record. The Create Alternate Contact Record window appears.

    2. From the Contact Type drop-down, select the type of email contact information you are adding to the system (e.g., *LHP or *CUR). Types are managed in J1 Web, System Administration on the Data Definitions page.

    3. In the Contact Address, enter the email address.

    4. If appropriate, select the following checkboxes:

      • Institutional Email checkbox designates an email address as the institutional email associated with a selected individual or organization.

        These email addresses are typically assigned by your school such as jane.smith@yourschool.edu and are used in the system and Campus Portal (JICS).

        **To be used in the Campus Portal, the Desktop, UI Configuration window, Jenzabar option, Use Institution Email? setting must be Y.

      • Preferred checkbox

      • Active checkbox indicates the email address is active. If this checkbox is not selected, the contact information cannot be used to receive communications.

      • Notification Enabled checkbox allows the individual to receive notifications that a scheduled process is completed.

    5. In the start and end date fields, select or enter when the contact information was added to the system or became available to use for contacting an individual or organization in the system. This can be helpful for identifying the most recent contact information when multiple numbers or email addresses are listed.

    6. In the Date Confirmed field, when the phone number/alternate contact information was confirmed. Information confirmation varies by school.

    7. From the Verification Status drop-down, select:

      • Bounced works in conjunction with J1 Web Communications and indicates an email sent to the address was returned. Bounced contacts do not receive interactions sent from the system.

      • Invalid

      • Risky

      • Unknown

      • Unsubscribed

      • Valid

      • Verified

      Note

      To receive J1 Web communications, recipients must have active and verified phone number/alternate contact information.

    8. Click Create.

  6. To update an email address:

    1. From the email address drop-down, select the email address you want to update.

    2. Click the Edit icon. The Edit Alternate Contact window appears.

    3. Make the needed changes.

    4. Click Update.

  7. Select the Addresses tab.

  8. Verify or select the E-mail checkbox.

  9. Select the Notification Enabled? checkbox.

  10. Click the Save button.

Configuration settings in Campus Portal can be done by roles with permission to access and administer global and portlet settings.

Note

If you are an administrator and need help setting up and configuring this feature, see the detailed setup sections below.

  1. Log in to the Campus Portal as an administrator and navigate to the appropriate feature page.

  2. From the Admin Toolbar Admin Toolbar Icon, click Access. The Access page appears. Campus Portal roles that have access to that page are indicated by a green visible Visible Icon symbol while roles that do not have access are indicated by the red hidden Hidden Icon symbol.

  3. Click on the Campus Portal role you are setting up permissions for. If the role has not already been granted access to the page, click the button to toggle it to Visible Visible Toggle Icon.  Additional permissions appear.

  4. To grant administrative privileges to a Campus Portal role, click the button for the Allow this role to manage this page permission to move the toggle to "Yes".  Administrative permissions will allow the users in the role to add or remove features and set page and feature level permissions.

  5. Changes are saved automatically.

Note

If Notes updates are used, you can purge submitted updates from the Campus Portal database after a specified amount of time has passed. Please remember that this setting impacts all instances of the Donor Profiles feature.

  1. Log into the Campus Portal as an administrator.

  2. Navigate to the Advancement Officers page.

  3. From the Admin Toolbar, click Settings. The Settings page appears.

  4. If there are multiple features on the page, select Donor Profiles from the drop-down list. The Donor Profiles settings options appear.

  5. From the Purge Updates After Days drop-down list options, select 7, 30, or 90 to determine the number of days to wait before purging non-Direct Update Form updates submitted to J1 Desktop Development.

    Note

    Updates that have not yet been submitted to J1 Desktop are not purged.

  6. Click the Save button. The updates are saved.

  1. Log into the Campus Portal as an administrator.

  2. Navigate to the Advancement Officers page.

  3. From Donor Profiles feature, click Setup. The setup page appears.

  4. Click Add a tab. The Add a Tab page appears.

  5. In the Tab Title column, enter a name for the tab to be added to the Constituent Detail page.

  6. From the Position drop-down options, select where in the order of tabs you want the tab on the Constituent Detail page.

  7. Click the Save button. The updates are saved.

  8. Click the Exit button.

  1. Log into the Campus Portal as an administrator.

  2. Navigate to the Advancement Officers page.

  3. From the Donor Profiles features, click Setup. The setup page appears.

  4. Click Edit tab contents &options. The Edit tab contents & options page appears with a full list of the tabs and the content displayed on each.

  5. To update a tab:

    • Click the Edit  icon next to the tab you want to update. The Edit Tab Content page appears.

    • Make updates to the title, position, or content order from the available configurations.

    • To further edit the tab content, click on the Edit  icon next to the content to be updated, use the available options to make updates.

    • Click the Save button. The Edit tab contents & options page reappears.

  6. To update tab content:

    • Click the Edit icon next to the tab you want to update. The Edit Tab Content page appears.

    • Update the content title, the tab on which it is displayed, and/or data category as needed.

    • Click the Save button. The Edit tab contents & options page reappears.

  7. To return to the Donor Profiles main page, click the Donor Profiles feature header link.

  1. Log into the Campus Portal as an administrator.

  2. Navigate to the Advancement Officers page.

  3. From the Donor Profiles feature, click Setup. The setup page appears.

  4. Click Edit tab contents & options. The Edit tab contents & options page appears with a full list of the tabs and the content displayed on each.

  5. Click the Edit  icon next to the tab content you want to hide. The Edit Tab Item page appears.

  6. To return to the Donor Profiles main page, click the Donor Profiles feature header link.

  7. Select the Hide chec kbox.

  8. Click the Save button. The Edit tab contents & options page reappears.

  9. To return to the Donor Profiles main page, click the Donor Profiles feature header link.

  1. Log into the Campus Portal as an administrator.

  2. Navigate to the Advancement Officers page.

  3. From the Donor Profiles feature, click Setup. The Setup page appears.

  4. Click Delete/Order Tabs. The Order Tabs page appears with a full list of the tabs and the content displayed on each.

  5. From the columns with order numbers, enter the appropriate numbering to determine in the new tab.

  6. Click the Save button. The Edit tab contents & options page reappears.

  7. To return to the Donor Profiles main page, click the Donor Profiles feature header link.

  1. Log into the Campus Portal as an administrator.

  2. Navigate to the Advancement Officers page.

  3. From the Donor Profiles feature, click Setup. The setup page appears.

  4. Click Delete/Order Tabs. The Order Tabs page appears with a full list of the tabs and the content displayed on each.

  5. From the row with the tab you want to delete, click the Delete icon. The tab and associated tab content is removed from the tab.

  6. Click the Save button. The Setup Options page reappears.

  7. To return to the Donor Profiles main page, click the Donor Profiles feature header link.

  1. Log into the Campus Portal as an administrator.

  2. Navigate to the Advancement Officers page.

  3. Click the Admin your Direct Update Forms link. The Set Up Direct Updates page is opened.

  4. Alternatively, you can click Setup. The Setup page appears.

  5. Click the Admin your Direct Update Forms link.

  6. On the Set Up Direct Updates screen, you will see a list of the categories that are available for submitting updates to the J1 Desktop database.

Jenzabar automatically provides several FormBuilder 2.0 forms to allow Advancement Officers to view and update prospective and existing constituents' information. You can update these forms by:

  • Updating basic form settings such as description and supplementary files

  • Importing, adding, reordering, editing, and deleting form sections

  • Importing form questions

  • Adding section headers and questions

  • Reordering section questions

  • Deleting section questions

  • Adding an introduction and instructions as needed

  • Adding hidden data to the form. Hidden data can pass important information back to J1 Desktop when the form is submitted without being displayed to the Advancement Officers.