thankQ Help
Main Menu |
Menus |
Right Mouse Click and Cogs |
Toolbars |
|||||||||||||
Module |
Option |
Access Right |
Form |
Menu |
Option |
Access Right |
Form |
Sublist |
Option |
Access Right |
Form |
Option |
Access Right |
|||
Can&vassing / Prospects |
Affinity Rules Administrator |
Affinity Rules Read |
Campaign Details |
&3 Admin |
&Enable Web Access |
Canvassing Admin |
Prospect Details |
Actions |
&View Action |
Action Mgr Read |
Giving Matrix Details |
|
Canvassing Read |
|||
Can&vassing / Prospects |
Campaign Manager |
Canvassing Read |
Campaign Details |
&3 Admin |
&Disable Web Access |
Canvassing Admin |
Prospect Details |
Actions |
&New Action |
Action Mgr Read Write |
Giving Matrix Details |
&Close |
Canvassing Read |
|||
Can&vassing / Prospects |
Prospects |
Canvassing Read |
Campaign Details |
&3 Admin |
&Set Web Access Paswords |
Canvassing Admin |
Prospect Details |
Actions |
Assign &User / Reminder to this Action |
Action Mgr Read Write |
Prospect Details |
|
Canvassing Read |
|||
Can&vassing / Prospects |
CRM Manager Prospects |
CRM Contacts Read |
Campaign Details |
&3 Admin |
&Unset Web Access Paswords |
Canvassing Admin |
Prospect Details |
Actions |
&Set Priority |
Action Mgr Read Write |
Prospect Details |
|
Canvassing Read |
|||
Can&vassing / Prospects |
Moves Rules Administrator |
Moves Rules Read |
Campaign Details |
&3 Admin |
&Remove All Prospects from this Campaign (via Canvasser Selection) |
Canvassing Admin |
Prospect Details |
Actions |
S&et Status |
Action Mgr Read Write |
Prospect Details |
Sho&w All |
Canvassing Read |
|||
Can&vassing / Prospects |
&Next Ask |
NextAsk Read Write |
Prospect Details |
&1 File |
|
Canvassing Read |
Campaign Details |
Prospects |
Set / Unset &Actioned Status |
Canvassing Admin |
Prospect Details |
|
Canvassing Read |
|||
Can&vassing / Prospects |
Prospecting Dashboard |
Prospecting Dashboard Read |
Prospect Details |
&1 File |
&Close |
Canvassing Read |
Campaign Details |
Prospects |
Set / Unset Comm&unicated Status |
Canvassing Admin |
Prospect Details |
&Report |
Canvassing Read |
|||
Can&vassing / Prospects |
&RFM Manager |
RFM Read Write |
Prospect Details |
&1 File |
|
Canvassing Read |
Campaign Details |
Prospects |
Set / Unset &Pledged Status |
Canvassing Admin |
Prospect Details |
Trac&k |
Canvassing Read |
|||
Can&vassing / Prospects |
&RFM Manager |
Sponsorship Read |
RFM Manager |
File |
|
Canvassing Read |
Prospect Details |
Actions |
|
Canvassing Read |
Prospect Details |
|
Canvassing Read |
|||
RFM Manager |
File |
|
Canvassing Read |
Prospect Details |
Actions |
|
Canvassing Read |
Prospect Details |
Ca&mp'n |
Canvassing Read |
||||||
RFM Manager |
File |
|
Canvassing Read |
Prospect Details |
Actions |
|
Canvassing Read |
Prospect Details |
|
Canvassing Read |
||||||
RFM Manager |
File |
|
Canvassing Read |
Prospect Details |
Affinity |
|
Canvassing Read |
Prospect Details |
&Close |
Canvassing Read |
||||||
Next Ask Rules |
&1 File |
|
Canvassing Read |
Prospect Details |
Communication |
|
Canvassing Read |
Prospect Stewardship Details |
|
Canvassing Read |
||||||
Next Ask Rules |
&2 Options |
|
Canvassing Read |
Prospect Details |
Communication |
|
Canvassing Read |
Prospect Stewardship Details |
|
Canvassing Read |
||||||
Next Ask Rules |
&2 Options |
|
Canvassing Read |
Prospect Details |
Communication |
|
Canvassing Read |
Prospect Stewardship Details |
&Search |
Canvassing Read |
||||||
Next Ask Rules |
&2 Options |
|
Canvassing Read |
Prospect Details |
Communication |
|
Canvassing Read |
Prospect Stewardship Details |
&Report |
Canvassing Read |
||||||
Next Ask Rules |
&2 Options |
|
Canvassing Read |
Prospect Details |
Communication |
|
Canvassing Read |
Prospect Stewardship Details |
|
Canvassing Read |
||||||
Next Ask Rules |
&2 Options |
|
Canvassing Read |
Prospect Details |
DonationHistory |
|
Canvassing Read |
Prospect Stewardship Details |
|
Canvassing Read |
||||||
Campaign Details |
&3 Admin |
|
Canvassing Read |
Prospect Details |
DonationHistory |
|
Canvassing Read |
Prospect Stewardship Details |
&Close |
Canvassing Read |
||||||
Campaign Details |
&3 Admin |
|
Canvassing Read |
Prospect Details |
DonationHistory |
|
Canvassing Read |
Canvasser Details |
|
Canvassing Read |
||||||
Campaign Details |
&1 File |
|
Canvassing Read |
Prospect Details |
DonationHistory |
|
Canvassing Read |
Canvasser Details |
&Close |
Canvassing Read |
||||||
Campaign Details |
&1 File |
&Close |
Canvassing Read |
Prospect Details |
Education |
View / Edit Education Details |
Canvassing Read |
RFM Manager |
|
Canvassing Read |
||||||
Campaign Details |
&2 Report |
&Report |
Canvassing Read |
Prospect Details |
Employment |
View / Edit Employment Details |
Canvassing Read |
RFM Manager |
|
Canvassing Read |
||||||
Campaign Details |
&2 Report |
|
Canvassing Read |
Prospect Details |
Meetings |
|
Canvassing Read |
RFM Manager |
|
Canvassing Read |
||||||
Campaign Details |
&2 Report |
Report with &Sublists |
Canvassing Read |
Prospect Details |
Meetings |
|
Canvassing Read |
RFM Manager |
|
Canvassing Read |
||||||
Campaign Details |
&2 Report |
|
Canvassing Read |
Prospect Details |
Stewardship |
|
Canvassing Read |
Next Ask Rules |
|
Canvassing Read |
||||||
Campaign Details |
&2 Report |
Report &Canvasser Lists |
Canvassing Read |
Prospect Details |
Stewardship |
|
Canvassing Read |
Next Ask Rules |
|
Canvassing Read |
||||||
Campaign Details |
&2 Report |
Report Canvasser &Management Summary |
Canvassing Read |
Prospect Details |
Stewardship |
Goto Action |
Canvassing Read |
Next Ask Rules |
|
Canvassing Read |
||||||
Campaign Details |
&1 File |
|
Canvassing Read |
Prospect Details |
Stewardship |
Goto Communication |
Canvassing Read |
Next Ask Rules |
|
Canvassing Read |
||||||
Add / Edit Affinity Entry |
&1 File |
|
Canvassing Read |
Prospect Details |
Stewardship |
Goto Meeting |
Canvassing Read |
Next Ask Rules |
|
Canvassing Read |
||||||
Add / Edit Affinity Entry |
&1 File |
|
Canvassing Read |
Next Ask Rules |
Ranges |
|
Canvassing Read |
Campaign Details |
|
Canvassing Read |
||||||
Prospecting Dashboard |
&1 File |
|
Canvassing Read |
Next Ask Rules |
Ranges |
|
Canvassing Read |
Campaign Details |
&Search |
Canvassing Read |
||||||
Prospecting Dashboard |
&1 File |
|
Canvassing Read |
Next Ask Rules |
Ranges |
|
Canvassing Read |
Campaign Details |
&Report |
Canvassing Read |
||||||
Prospect Details |
&1 File |
|
Canvassing Read Write |
Next Ask Rules |
Ranges |
|
Canvassing Read |
Campaign Details |
|
Canvassing Read |
||||||
Prospect Details |
&1 File |
|
Canvassing Read Write |
Campaign Details |
CampaignYears |
|
Canvassing Read |
Campaign Details |
&Prospects |
Canvassing Read |
||||||
RFM Manager |
File |
|
Canvassing Read Write |
Campaign Details |
CanvassingList |
&View this Canvasser |
Canvassing Read |
Campaign Details |
Trac&k |
Canvassing Read |
||||||
RFM Manager |
File |
|
Canvassing Read Write |
Campaign Details |
CanvassingList |
|
Canvassing Read |
Campaign Details |
|
Canvassing Read |
||||||
RFM Manager |
File |
|
Canvassing Read Write |
Campaign Details |
CanvassingList |
|
Canvassing Read |
Campaign Details |
|
Canvassing Read |
||||||
RFM Manager |
File |
|
Canvassing Read Write |
Campaign Details |
CanvassingList |
|
Canvassing Read |
Campaign Details |
&Close |
Canvassing Read |
||||||
Next Ask Rules |
&1 File |
|
Canvassing Read Write |
Campaign Details |
CanvassingList |
|
Canvassing Read |
Add / Edit Affinity Entry |
|
Canvassing Read |
||||||
Next Ask Rules |
&2 Options |
|
Canvassing Read Write |
Campaign Details |
CanvassingList |
View Prospects (this &Canvasser) |
Canvassing Read |
Add / Edit Affinity Entry |
|
Canvassing Read |
||||||
Next Ask Rules |
&2 Options |
|
Canvassing Read Write |
Campaign Details |
CanvassingList |
V&iew Prospects (this List) |
Canvassing Read |
Add / Edit Affinity Entry |
|
Canvassing Read |
||||||
Next Ask Rules |
&2 Options |
|
Canvassing Read Write |
Campaign Details |
CanvassingList |
|
Canvassing Read |
Prospecting Dashboard |
|
Canvassing Read |
||||||
Next Ask Rules |
&2 Options |
|
Canvassing Read Write |
Campaign Details |
CanvassingList |
|
Canvassing Read |
Prospecting Dashboard |
|
Canvassing Read |
||||||
Next Ask Rules |
&2 Options |
|
Canvassing Read Write |
Campaign Details |
CapacityAffinity |
Goto this &Prospect |
Canvassing Read |
Prospecting Dashboard |
|
Canvassing Read |
||||||
Campaign Details |
&3 Admin |
|
Canvassing Read Write |
Campaign Details |
Donations |
|
Canvassing Read |
Giving Matrix Details |
&New |
Canvassing Read Write |
||||||
Campaign Details |
&3 Admin |
|
Canvassing Read Write |
Campaign Details |
Donations |
|
Canvassing Read |
Giving Matrix Details |
&Edit |
Canvassing Read Write |
||||||
Campaign Details |
&1 File |
|
Canvassing Read Write |
Campaign Details |
Donations |
|
Canvassing Read |
Giving Matrix Details |
|
Canvassing Read Write |
||||||
Campaign Details |
&2 Report |
|
Canvassing Read Write |
Campaign Details |
Donations |
|
Canvassing Read |
Prospect Details |
&New |
Canvassing Read Write |
||||||
Campaign Details |
&2 Report |
|
Canvassing Read Write |
Campaign Details |
GivingDetails |
|
Canvassing Read |
Prospect Details |
&Edit |
Canvassing Read Write |
||||||
Campaign Details |
&1 File |
|
Canvassing Read Write |
Campaign Details |
GivingTargets |
&View this Canvasser |
Canvassing Read |
Prospect Details |
|
Canvassing Read Write |
||||||
Add / Edit Affinity Entry |
&1 File |
|
Canvassing Read Write |
Campaign Details |
GivingTargets |
|
Canvassing Read |
Prospect Details |
&Delete |
Canvassing Read Write |
||||||
Add / Edit Affinity Entry |
&1 File |
|
Canvassing Read Write |
Campaign Details |
GivingTargets |
|
Canvassing Read |
Prospect Details |
|
Canvassing Read Write |
||||||
Prospecting Dashboard |
&1 File |
|
Canvassing Read Write |
Campaign Details |
GivingTargets |
|
Canvassing Read |
Prospect Details |
&Search |
Canvassing Read Write |
||||||
Prospecting Dashboard |
&1 File |
|
Canvassing Read Write |
Campaign Details |
GivingTargets |
|
Canvassing Read |
Prospect Details |
|
Canvassing Read Write |
||||||
Add / Edit Affinity Entry |
&1 File |
&Close |
Capacity / Affinity Read |
Campaign Details |
GivingTargets |
View Prospects (this &Canvasser) |
Canvassing Read |
Prospect Details |
|
Canvassing Read Write |
||||||
Prospect Details |
&1 File |
|
General |
Campaign Details |
GivingTargets |
V&iew Prospects (this List) |
Canvassing Read |
Prospect Details |
|
Canvassing Read Write |
||||||
Prospect Details |
&1 File |
|
General |
Campaign Details |
GivingTargets |
|
Canvassing Read |
Prospect Stewardship Details |
&New |
Canvassing Read Write |
||||||
Prospect Details |
&1 File |
&Close |
General |
Campaign Details |
GivingTargets |
|
Canvassing Read |
Prospect Stewardship Details |
|
Canvassing Read Write |
||||||
RFM Manager |
File |
&New |
General |
Campaign Details |
Prospects |
Vie&w this Prospect |
Canvassing Read |
Prospect Stewardship Details |
&Edit |
Canvassing Read Write |
||||||
RFM Manager |
File |
|
General |
Campaign Details |
Prospects |
&View Prospects |
Canvassing Read |
Prospect Stewardship Details |
|
Canvassing Read Write |
||||||
RFM Manager |
File |
|
General |
Campaign Details |
Prospects |
|
Canvassing Read |
Prospect Stewardship Details |
|
Canvassing Read Write |
||||||
RFM Manager |
File |
|
General |
Campaign Details |
Prospects |
|
Canvassing Read |
Prospect Stewardship Details |
&Delete |
Canvassing Read Write |
||||||
RFM Manager |
File |
&Search |
General |
Campaign Details |
Prospects |
|
Canvassing Read |
Prospect Stewardship Details |
|
Canvassing Read Write |
||||||
RFM Manager |
File |
|
General |
Campaign Details |
Prospects |
|
Canvassing Read |
Canvasser Details |
&New |
Canvassing Read Write |
||||||
Next Ask Rules |
&1 File |
|
General |
Campaign Details |
Source2s |
|
Canvassing Read |
Canvasser Details |
&Edit |
Canvassing Read Write |
||||||
Next Ask Rules |
&1 File |
&Close |
General |
Campaign Details |
Source2s |
|
Canvassing Read |
Canvasser Details |
|
Canvassing Read Write |
||||||
Next Ask Rules |
&2 Options |
|
General |
Campaign Details |
Sources |
|
Canvassing Read |
RFM Manager |
|
Canvassing Read Write |
||||||
Next Ask Rules |
&2 Options |
|
General |
Campaign Details |
Sources |
|
Canvassing Read |
RFM Manager |
|
Canvassing Read Write |
||||||
Next Ask Rules |
&2 Options |
|
General |
Campaign Details |
TargetTotal |
&View this Canvasser |
Canvassing Read |
RFM Manager |
|
Canvassing Read Write |
||||||
Next Ask Rules |
&2 Options |
|
General |
Campaign Details |
TargetTotal |
|
Canvassing Read |
RFM Manager |
|
Canvassing Read Write |
||||||
Next Ask Rules |
&2 Options |
|
General |
Campaign Details |
TargetTotal |
|
Canvassing Read |
Next Ask Rules |
|
Canvassing Read Write |
||||||
Campaign Details |
&3 Admin |
|
General |
Campaign Details |
TargetTotal |
|
Canvassing Read |
Next Ask Rules |
|
Canvassing Read Write |
||||||
Campaign Details |
&3 Admin |
|
General |
Campaign Details |
TargetTotal |
|
Canvassing Read |
Next Ask Rules |
|
Canvassing Read Write |
||||||
Campaign Details |
&1 File |
|
General |
Campaign Details |
TargetTotal |
View Prospects (this &Canvasser) |
Canvassing Read |
Next Ask Rules |
|
Canvassing Read Write |
||||||
Campaign Details |
&2 Report |
|
General |
Campaign Details |
TargetTotal |
V&iew Prospects (this List) |
Canvassing Read |
Next Ask Rules |
|
Canvassing Read Write |
||||||
Campaign Details |
&2 Report |
|
General |
Campaign Details |
TargetTotal |
|
Canvassing Read |
Campaign Details |
&New |
Canvassing Read Write |
||||||
Campaign Details |
&1 File |
|
General |
Campaign Details |
TargetTotal |
|
Canvassing Read |
Campaign Details |
&Edit |
Canvassing Read Write |
||||||
Campaign Details |
&1 File |
&Close |
General |
Prospecting Dashboard |
MovesSummary |
|
Canvassing Read |
Campaign Details |
|
Canvassing Read Write |
||||||
Add / Edit Affinity Entry |
&1 File |
|
General |
Prospect Details |
Actions |
|
Canvassing Read Write |
Campaign Details |
|
Canvassing Read Write |
||||||
Add / Edit Affinity Entry |
&1 File |
|
General |
Prospect Details |
Actions |
|
Canvassing Read Write |
Campaign Details |
|
Canvassing Read Write |
||||||
Add / Edit Affinity Entry |
&1 File |
&Close |
General |
Prospect Details |
Actions |
|
Canvassing Read Write |
Campaign Details |
&Delete |
Canvassing Read Write |
||||||
Prospecting Dashboard |
&1 File |
|
General |
Prospect Details |
Affinity |
|
Canvassing Read Write |
Campaign Details |
|
Canvassing Read Write |
||||||
Prospecting Dashboard |
&1 File |
&Close |
General |
Prospect Details |
Communication |
|
Canvassing Read Write |
Add / Edit Affinity Entry |
|
Canvassing Read Write |
||||||
Prospecting Dashboard |
&1 File |
|
General |
Prospect Details |
Communication |
|
Canvassing Read Write |
Add / Edit Affinity Entry |
|
Canvassing Read Write |
||||||
Next Ask Rules |
&2 Options |
&Close |
NextAsk Read |
Prospect Details |
Communication |
|
Canvassing Read Write |
Add / Edit Affinity Entry |
|
Canvassing Read Write |
||||||
Next Ask Rules |
&2 Options |
&New |
NextAsk Read Write |
Prospect Details |
Communication |
|
Canvassing Read Write |
Prospecting Dashboard |
|
Canvassing Read Write |
||||||
Next Ask Rules |
&2 Options |
&Edit |
NextAsk Read Write |
Prospect Details |
Communication |
|
Canvassing Read Write |
Prospecting Dashboard |
|
Canvassing Read Write |
||||||
Next Ask Rules |
&2 Options |
&Search |
NextAsk Read Write |
Prospect Details |
DonationHistory |
|
Canvassing Read Write |
Prospecting Dashboard |
|
Canvassing Read Write |
||||||
Next Ask Rules |
&2 Options |
&Delete |
NextAsk Read Write |
Prospect Details |
DonationHistory |
|
Canvassing Read Write |
Add / Edit Affinity Entry |
&Search |
Capacity / Affinity Read |
||||||
Next Ask Rules |
&2 Options |
&Run Rule |
NextAsk Read Write |
Prospect Details |
DonationHistory |
|
Canvassing Read Write |
Add / Edit Affinity Entry |
&Report |
Capacity / Affinity Read |
||||||
Next Ask Rules |
&2 Options |
&Wipe Passes |
NextAsk Read Write |
Prospect Details |
DonationHistory |
|
Canvassing Read Write |
Add / Edit Affinity Entry |
&Close |
Capacity / Affinity Read |
||||||
Prospecting Dashboard |
&1 File |
&Close |
Prospecting Dashboard Read |
Prospect Details |
Meetings |
|
Canvassing Read Write |
Add / Edit Affinity Entry |
&New |
Capacity / Affinity Read Write |
||||||
RFM Manager |
File |
&Close |
RFM Read |
Prospect Details |
Meetings |
|
Canvassing Read Write |
Add / Edit Affinity Entry |
&Edit |
Capacity / Affinity Read Write |
||||||
RFM Manager |
File |
&Edit |
RFM Read Write |
Prospect Details |
Stewardship |
New Stewardship Detail |
Canvassing Read Write |
Add / Edit Affinity Entry |
&Delete |
Capacity / Affinity Read Write |
||||||
RFM Manager |
File |
&Delete |
RFM Read Write |
Prospect Details |
Stewardship |
View Stewardship Detail |
Canvassing Read Write |
Giving Matrix Details |
|
General |
||||||
RFM Manager |
File |
R&un |
RFM Read Write |
Prospect Details |
Stewardship |
|
Canvassing Read Write |
Prospect Details |
|
General |
||||||
RFM Manager |
File |
&Lock |
RFM Read Write |
Prospect Details |
Stewardship |
Set Due Date |
Canvassing Read Write |
Prospect Details |
|
General |
||||||
Prospect Details |
&1 File |
&Debug On |
System Admin |
Prospect Details |
Stewardship |
Set Status |
Canvassing Read Write |
Prospect Details |
|
General |
||||||
Prospect Details |
&1 File |
&Debug On |
System Admin |
Prospect Details |
Stewardship |
|
Canvassing Read Write |
Prospect Details |
|
General |
||||||
Next Ask Rules |
&1 File |
&Debug On |
System Admin |
Next Ask Rules |
Ranges |
|
Canvassing Read Write |
Prospect Details |
|
General |
||||||
Campaign Details |
&1 File |
&Debug On |
System Admin |
Next Ask Rules |
Ranges |
|
Canvassing Read Write |
Prospect Stewardship Details |
|
General |
||||||
Campaign Details |
&1 File |
&Debug On |
System Admin |
Next Ask Rules |
Ranges |
|
Canvassing Read Write |
Prospect Stewardship Details |
|
General |
||||||
Add / Edit Affinity Entry |
&1 File |
&Debug On |
System Admin |
Next Ask Rules |
Ranges |
|
Canvassing Read Write |
Prospect Stewardship Details |
|
General |
||||||
Add / Edit Affinity Entry |
&1 File |
&Debug On |
System Admin |
Campaign Details |
CampaignYears |
&Add Applicable Campaign Year |
Canvassing Read Write |
Prospect Stewardship Details |
|
General |
||||||
Prospecting Dashboard |
&1 File |
&Debug On |
System Admin |
Campaign Details |
CampaignYears |
|
Canvassing Read Write |
Canvasser Details |
|
General |
||||||
Prospecting Dashboard |
&1 File |
&Debug On |
System Admin |
Campaign Details |
CampaignYears |
&Remove Applicable Campaign Year |
Canvassing Read Write |
RFM Manager |
&New |
General |
||||||
Campaign Details |
CanvassingList |
|
Canvassing Read Write |
RFM Manager |
|
General |
||||||||||
Campaign Details |
CanvassingList |
Add a &List |
Canvassing Read Write |
RFM Manager |
|
General |
||||||||||
Campaign Details |
CanvassingList |
&Add a Canvasser (to this List) |
Canvassing Read Write |
RFM Manager |
|
General |
||||||||||
Campaign Details |
CanvassingList |
Add a Canvasser (to a &New List) |
Canvassing Read Write |
RFM Manager |
&Search |
General |
||||||||||
Campaign Details |
CanvassingList |
|
Canvassing Read Write |
RFM Manager |
|
General |
||||||||||
Campaign Details |
CanvassingList |
Add a Prospec&t |
Canvassing Read Write |
Next Ask Rules |
|
General |
||||||||||
Campaign Details |
CanvassingList |
Add Prospects (this Canvasser) (via &Power Search) |
Canvassing Read Write |
Next Ask Rules |
|
General |
||||||||||
Campaign Details |
CanvassingList |
A&dd Prospects (Canvasser Selection) (via Power Search) |
Canvassing Read Write |
Next Ask Rules |
|
General |
||||||||||
Campaign Details |
CanvassingList |
Add Prospects (via &Groups) |
Canvassing Read Write |
Next Ask Rules |
|
General |
||||||||||
Campaign Details |
CanvassingList |
|
Canvassing Read Write |
Next Ask Rules |
|
General |
||||||||||
Campaign Details |
CanvassingList |
Re&move Prospects |
Canvassing Read Write |
Campaign Details |
|
General |
||||||||||
Campaign Details |
CanvassingList |
|
Canvassing Read Write |
Campaign Details |
|
General |
||||||||||
Campaign Details |
CanvassingList |
|
Canvassing Read Write |
Campaign Details |
|
General |
||||||||||
Campaign Details |
CanvassingList |
&Edit this Canvasser |
Canvassing Read Write |
Campaign Details |
|
General |
||||||||||
Campaign Details |
CanvassingList |
|
Canvassing Read Write |
Add / Edit Affinity Entry |
|
General |
||||||||||
Campaign Details |
CanvassingList |
&Remove this Canvasser |
Canvassing Read Write |
Add / Edit Affinity Entry |
|
General |
||||||||||
Campaign Details |
Donations |
|
Canvassing Read Write |
Add / Edit Affinity Entry |
|
General |
||||||||||
Campaign Details |
Donations |
|
Canvassing Read Write |
Prospecting Dashboard |
|
General |
||||||||||
Campaign Details |
Donations |
|
Canvassing Read Write |
Prospecting Dashboard |
|
General |
||||||||||
Campaign Details |
Donations |
|
Canvassing Read Write |
Prospecting Dashboard |
|
General |
||||||||||
Campaign Details |
GivingDetails |
&Add a Giving Type |
Canvassing Read Write |
Next Ask Rules |
&Close |
NextAsk Read |
||||||||||
Campaign Details |
GivingDetails |
&Edit this Giving Type |
Canvassing Read Write |
Next Ask Rules |
&New |
NextAsk Read Write |
||||||||||
Campaign Details |
GivingDetails |
|
Canvassing Read Write |
Next Ask Rules |
&Edit |
NextAsk Read Write |
||||||||||
Campaign Details |
GivingDetails |
&Remove this Giving Type |
Canvassing Read Write |
Next Ask Rules |
&Search |
NextAsk Read Write |
||||||||||
Campaign Details |
GivingTargets |
|
Canvassing Read Write |
Next Ask Rules |
&Delete |
NextAsk Read Write |
||||||||||
Campaign Details |
GivingTargets |
Add a &List |
Canvassing Read Write |
Next Ask Rules |
&Run Rule |
NextAsk Read Write |
||||||||||
Campaign Details |
GivingTargets |
&Add a Canvasser (to this List) |
Canvassing Read Write |
Next Ask Rules |
&Wipe Passes |
NextAsk Read Write |
||||||||||
Campaign Details |
GivingTargets |
Add a Canvasser (to a &New List) |
Canvassing Read Write |
Prospecting Dashboard |
&Search |
Prospecting Dashboard Read |
||||||||||
Campaign Details |
GivingTargets |
|
Canvassing Read Write |
Prospecting Dashboard |
&Close |
Prospecting Dashboard Read |
||||||||||
Campaign Details |
GivingTargets |
Add a Prospec&t |
Canvassing Read Write |
Prospecting Dashboard |
&New |
Prospecting Dashboard Read Write |
||||||||||
Campaign Details |
GivingTargets |
Add Prospects (this Canvasser) (via &Power Search) |
Canvassing Read Write |
Prospecting Dashboard |
&Edit |
Prospecting Dashboard Read Write |
||||||||||
Campaign Details |
GivingTargets |
A&dd Prospects (Canvasser Selection) (via Power Search) |
Canvassing Read Write |
Prospecting Dashboard |
&Delete |
Prospecting Dashboard Read Write |
||||||||||
Campaign Details |
GivingTargets |
Add Prospects (via &Groups) |
Canvassing Read Write |
RFM Manager |
&Close |
RFM Read |
||||||||||
Campaign Details |
GivingTargets |
|
Canvassing Read Write |
RFM Manager |
&Edit |
RFM Read Write |
||||||||||
Campaign Details |
GivingTargets |
Re&move Prospects |
Canvassing Read Write |
RFM Manager |
&Delete |
RFM Read Write |
||||||||||
Campaign Details |
GivingTargets |
|
Canvassing Read Write |
RFM Manager |
R&un |
RFM Read Write |
||||||||||
Campaign Details |
GivingTargets |
|
Canvassing Read Write |
RFM Manager |
&Lock |
RFM Read Write |
||||||||||
Campaign Details |
GivingTargets |
&Edit this Canvasser |
Canvassing Read Write |
|||||||||||||
Campaign Details |
GivingTargets |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
GivingTargets |
&Remove this Canvasser |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
Edit &Canvasser (for Selection of Prospects) |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
Edit &Target (for Selection of Prospects) |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
Edit Target &Date (for Selection of Prospects) |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
Edit C&omment (for Selection of Prospects) |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
Refresh Event Status |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
Refresh CRM Managers for All Prospects |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
&Remove this Prospect |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Prospects |
Re&move Selection of Prospects |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Source2s |
&Add Source 2s |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Source2s |
Set &Web Default |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Source2s |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
Source2s |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
Source2s |
&Remove Source 2s |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Sources |
&Add Sources |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Sources |
Set &Web Default |
Canvassing Read Write |
|||||||||||||
Campaign Details |
Sources |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
Sources |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
Sources |
&Remove Sources |
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
Add a &List |
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
&Add a Canvasser (to this List) |
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
Add a Canvasser (to a &New List) |
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
Add a Prospec&t |
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
Add Prospects (this Canvasser) (via &Power Search) |
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
A&dd Prospects (Canvasser Selection) (via Power Search) |
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
Add Prospects (via &Groups) |
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
Re&move Prospects |
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
&Edit this Canvasser |
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
|
Canvassing Read Write |
|||||||||||||
Campaign Details |
TargetTotal |
&Remove this Canvasser |
Canvassing Read Write |
|||||||||||||
Prospecting Dashboard |
MovesSummary |
|
Canvassing Read Write |
|||||||||||||
Prospect Details |
StageStatusHist |
&Remove this Stage / Status History Entry |
Canvassing Stage History Admin |
|||||||||||||
Prospect Details |
Affinity |
Add / Edit Affinity Entry |
Capacity / Affinity Read Write |
|||||||||||||
Prospect Details |
Affinity |
Remove Affinity Entry |
Capacity / Affinity Read Write |
|||||||||||||
Prospect Details |
Communication |
&View Communication |
Communication Read |
|||||||||||||
Prospect Details |
Communication |
V&iew Attached File (Read Only) |
Communication Read |
|||||||||||||
Prospect Details |
Communication |
Re&vision History of Attached File |
Communication Read |
|||||||||||||
Prospect Details |
Communication_HH |
&View Communication |
Communication Read |
|||||||||||||
Prospect Details |
Communication_Relationship |
&View Communication |
Communication Read |
|||||||||||||
Prospect Details |
Communication |
&New Communication |
Communication Read Write |
|||||||||||||
Prospect Details |
Communication |
&Remove Communication |
Communication Read Write |
|||||||||||||
Prospect Details |
Communication |
&Set Priority |
Communication Read Write |
|||||||||||||
Prospect Details |
Communication |
&Attach a File to this Communication |
Communication Read Write |
|||||||||||||
Prospect Details |
Communication |
R&emove Attached File |
Communication Read Write |
|||||||||||||
Prospect Details |
Communication |
E&dit Attached File (Administrator Option) |
Communication Read Write |
|||||||||||||
Prospect Details |
Communication |
Se&t / Unset Confidential Status for this Communication |
Communication Read Write |
|||||||||||||
Prospect Details |
Meetings |
&View Meeting |
Contact Meeting Read |
|||||||||||||
Prospect Details |
Meetings |
&New Meeting |
Contact Meeting Read Write |
|||||||||||||
Prospect Details |
Meetings |
&Remove Meeting |
Contact Meeting Read Write |
|||||||||||||
Prospect Details |
DonationHistory |
View &Payer |
Contact Read |
|||||||||||||
Campaign Details |
Donations |
View &Payer |
Contact Read |
|||||||||||||
RFM Manager |
OutcomesSourcecodes |
&Link to Source Code |
Finance Admin |
|||||||||||||
RFM Manager |
OutcomesSourcecodes |
&View Source Code |
Finance Admin |
|||||||||||||
RFM Manager |
OutcomesSourcecodes |
&Remove Source Code |
Finance Admin |
|||||||||||||
Campaign Details |
Source2s |
&View Source 2 |
Finance Admin |
|||||||||||||
Campaign Details |
Sources |
&View Source |
Finance Admin |
|||||||||||||
Prospect Details |
Actions |
|
General |
|||||||||||||
Prospect Details |
Actions |
|
General |
|||||||||||||
Prospect Details |
Actions |
|
General |
|||||||||||||
Prospect Details |
Affinity |
|
General |
|||||||||||||
Prospect Details |
Communication |
|
General |
|||||||||||||
Prospect Details |
Communication |
|
General |
|||||||||||||
Prospect Details |
Communication |
|
General |
|||||||||||||
Prospect Details |
Communication |
|
General |
|||||||||||||
Prospect Details |
Communication |
|
General |
|||||||||||||
Prospect Details |
DonationHistory |
|
General |
|||||||||||||
Prospect Details |
DonationHistory |
|
General |
|||||||||||||
Prospect Details |
DonationHistory |
|
General |
|||||||||||||
Prospect Details |
DonationHistory |
|
General |
|||||||||||||
Prospect Details |
Meetings |
|
General |
|||||||||||||
Prospect Details |
Meetings |
|
General |
|||||||||||||
Prospect Details |
Stewardship |
|
General |
|||||||||||||
Prospect Details |
Stewardship |
|
General |
|||||||||||||
Next Ask Rules |
Ranges |
|
General |
|||||||||||||
Next Ask Rules |
Ranges |
|
General |
|||||||||||||
Next Ask Rules |
Ranges |
|
General |
|||||||||||||
Next Ask Rules |
Ranges |
|
General |
|||||||||||||
Campaign Details |
CampaignYears |
|
General |
|||||||||||||
Campaign Details |
CanvassingList |
|
General |
|||||||||||||
Campaign Details |
CanvassingList |
|
General |
|||||||||||||
Campaign Details |
CanvassingList |
|
General |
|||||||||||||
Campaign Details |
CanvassingList |
|
General |
|||||||||||||
Campaign Details |
CanvassingList |
|
General |
|||||||||||||
Campaign Details |
CanvassingList |
|
General |
|||||||||||||
Campaign Details |
Donations |
|
General |
|||||||||||||
Campaign Details |
Donations |
|
General |
|||||||||||||
Campaign Details |
Donations |
|
General |
|||||||||||||
Campaign Details |
Donations |
|
General |
|||||||||||||
Campaign Details |
GivingDetails |
|
General |
|||||||||||||
Campaign Details |
GivingTargets |
|
General |
|||||||||||||
Campaign Details |
GivingTargets |
|
General |
|||||||||||||
Campaign Details |
GivingTargets |
|
General |
|||||||||||||
Campaign Details |
GivingTargets |
|
General |
|||||||||||||
Campaign Details |
GivingTargets |
|
General |
|||||||||||||
Campaign Details |
GivingTargets |
|
General |
|||||||||||||
Campaign Details |
Prospects |
|
General |
|||||||||||||
Campaign Details |
Prospects |
|
General |
|||||||||||||
Campaign Details |
Prospects |
|
General |
|||||||||||||
Campaign Details |
Prospects |
|
General |
|||||||||||||
Campaign Details |
Source2s |
|
General |
|||||||||||||
Campaign Details |
Source2s |
|
General |
|||||||||||||
Campaign Details |
Sources |
|
General |
|||||||||||||
Campaign Details |
Sources |
|
General |
|||||||||||||
Campaign Details |
TargetTotal |
|
General |
|||||||||||||
Campaign Details |
TargetTotal |
|
General |
|||||||||||||
Campaign Details |
TargetTotal |
|
General |
|||||||||||||
Campaign Details |
TargetTotal |
|
General |
|||||||||||||
Campaign Details |
TargetTotal |
|
General |
|||||||||||||
Campaign Details |
TargetTotal |
|
General |
|||||||||||||
Prospecting Dashboard |
MovesSummary |
|
General |
|||||||||||||
RFM Manager |
OutcomesMailings |
&View Mailing |
Mailing Read |
|||||||||||||
RFM Manager |
OutcomesMailings |
&Link to Mailing |
Mailing Read Write |
|||||||||||||
RFM Manager |
OutcomesMailings |
&Remove Mailing |
Mailing Read Write |
|||||||||||||
Prospect Details |
MovesHistory |
Goto &Moves Definition |
Moves Rules Read |
|||||||||||||
Prospect Details |
MovesLatest |
Goto &Moves Definition |
Moves Rules Read |
|||||||||||||
Next Ask Rules |
Ranges |
&Add a New Condition |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Auto-Fill Pre-Defined &Value Ranges |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Apply This Condition to &Both Regular and Non-Regular Donors |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Apply This Condition to Only &Regular Donors |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Apply This Condition to Only &Non-Regular Donors |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Apply This Condition to Contacts' Av&erage Donation |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Apply This Condition to Contacts' &Last Donation |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Apply This Condition to Contacts' Max&imum Donation |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Set &Minimum Value |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Set Ma&ximum Value |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Set Nex&t Ask Percentages |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
&Set Round to Nearest Value |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Ranges |
Remove &Condition |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Sources |
&Link to Source |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Sources |
&View Source |
NextAsk Read Write |
|||||||||||||
Next Ask Rules |
Sources |
&Remove Source |
NextAsk Read Write |
|||||||||||||
Prospect Details |
DonationHistory |
&View Payment |
Payment Read |
|||||||||||||
Prospect Details |
DonationHistory |
View &Batch |
Payment Read |
|||||||||||||
Prospect Details |
DonationHistory |
View &Source |
Payment Read |
|||||||||||||
Prospect Details |
DonationHistory |
View Detailed &History |
Payment Read |
|||||||||||||
Campaign Details |
Donations |
&View Payment |
Payment Read |
|||||||||||||
Campaign Details |
Donations |
View &Batch |
Payment Read |
|||||||||||||
Campaign Details |
Donations |
View &Source |
Payment Read |
|||||||||||||
Campaign Details |
Donations |
View Detailed &History |
Payment Read |
|||||||||||||
Prospecting Dashboard |
AffinityDetailYear1 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
AffinityDetailYear2 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
MovesDetail |
Goto &Contact |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
MovesSummary |
Goto &Contacts at this Rule / Level |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
MovesSummary |
Goto Contacts that have Moved &UP into this Rule / Level |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
MovesSummary |
Goto Contacts that have Moved &DOWN into this Rule / Level |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year1Rating0 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year1Rating1 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year1Rating2 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year1Rating3 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year1Rating4 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year1Rating5 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year2Rating0 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year2Rating1 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year2Rating2 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year2Rating3 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year2Rating4 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
Prospecting Dashboard |
Year2Rating5 |
Goto &Contacts |
Prospecting Dashboard Read |
|||||||||||||
RFM Manager |
Breakdown |
&Goto Selected Contact |
RFM Read Write |
|||||||||||||
RFM Manager |
Contacts |
Add &Contact(s) |
RFM Read Write |
|||||||||||||
RFM Manager |
Contacts |
Add &Group(s) |
RFM Read Write |
|||||||||||||
RFM Manager |
Contacts |
Add &Search |
RFM Read Write |
|||||||||||||
RFM Manager |
Contacts |
Add &Power Search |
RFM Read Write |
|||||||||||||
RFM Manager |
Contacts |
Add &Mailing |
RFM Read Write |
|||||||||||||
RFM Manager |
Contacts |
&View Item |
RFM Read Write |
|||||||||||||
RFM Manager |
Contacts |
&Remove Item |
RFM Read Write |
|||||||||||||
RFM Manager |
ScalarSummary |
&Goto Selected Contacts |
RFM Read Write |
|||||||||||||
RFM Manager |
Scores |
&Goto Selected Contact |
RFM Read Write |
|||||||||||||
RFM Manager |
Sources |
&Add Source |
RFM Read Write |
|||||||||||||
RFM Manager |
Sources |
&View Source |
RFM Read Write |
|||||||||||||
RFM Manager |
Sources |
&Remove Source |
RFM Read Write |
|||||||||||||
RFM Manager |
Summary |
&Goto Selected Contacts |
RFM Read Write |
|||||||||||||
