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Contact
Contact is a constituency record that serves as a development extension of each household record in the database. A contact is a family consisting of one or two individuals, an organization or business.
Published Name
is the internal identifier for a constituency record. This name is the primary displayed name used in development. Example: Schwartz Family, Microsoft Corporation.
Note
: The “Name” search field on the contacts list searches across both contact first and last names,
Published Name
, and household name.
Note
: when Published Name is not specified, the system automatically shows the household name unless you are accessing a
DAT Query
or
DAT Filter
.
Send Mail (Development)
alerts the system to automatically exclude contacts from all development mailings when this field is not checked.
Solicitor to Contact
identifies a separate contact that is marked as a solicitor to the selected contact.
Contact
Attribute
s and
Contact Type
s are used to assign custom labels to contacts and to identify their roles and relations to the school.
Contact Address
identifies the contact as a whole as opposed to Contact Primary and Contact Secondary records which refer to individual persons (typically spouses) within the contact.
Contact Relationship
s track contact relationships with students, inquiries, staff, and other contacts.
Contact Address
es are used to record different addresses associated with the contact.
Contact Award
s are used to record awards, achievements and other honors that you may want to track on a contact level.
Donation
s are used to record gifts, pledges, matching pledges for the selected contact.
Contact Financial Information
allows for tracking financial information about the selected contact.
Outside
Donation
s allows for tracking information about the contact's gifts and pledges to other organizations.
Stored Payment Info
keeps payment information that a contact saved in your system. For instance, if a contact signs up for a recurring gift online, their payment information is saved in the system to allow for automated withdrawals on the selected due dates.
Note:
You should set up policies and procedures guide specifying how users at your organization enter data, maintain records, and perform various functions related to your Raiser's Edge database. By documenting your rules and guidelines for data entry, you help ensure the consistency of your data. Consistent data entry is crucial to the accuracy and validity of your reports, summaries, and queries.
See also
Contact Financial Information
Contact Relationship
Stored Payment Info
Contact Address
Contact Award
Contact Type
DAT Filter
Attribute
DAT Query
Donation
Staff
User
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - CFO
Finance - Business Manager
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User