Adding Business Details (None Currently Exist)

Published: 6th July 2017

Follow the steps below if you are adding business details to a constituent’s record where none previously existed.

Note that you may sometimes want to add a previous job of the constituent, even if they no longer work for this employer, as this may be of interest to the Prospect Research team. In this case, we would add these previous employment details in the Relationship tab, under Organisation.

Related Guides

Step 1

Select the Business tab in the bottom right of the Bio 1 screen. As it is currently empty, there will be no red tick displayed on the tab (this is the same across all tabs on RE, only those which contain information have a red tick).

Step 2

Enter the business name in the Org name field and click the binocular icon on the right hand side to check for pre-existing records.

Step 3

If the organisation already exists in Raiser’s Edge, you will be presented with a list from which you can choose the most appropriate option. Double click to add the details to the Business tab or select one and click Open. (University of Manchester only used as an example)

Step 4

If you choose an organisation that already exists in RE, you need to be careful not to change the address details, as this will bring up a pop up box like that in the screenshot below. If you see this box, always choose the second option to change the address on this record only. Otherwise, it will change the organisation address on RE and for everyone linked to this organisation.

Step 5

Add the name of the business (if it does not already exist in Raiser’s Edge) and add the full business address, ensuring to add the City name all in capital letters.

Click on More (beside the country field) to open further address details.

Step 6

After clicking More, fill in the Address type, Info Source and Region (if you’re unsure which region a particular postcode belongs to, refer to the list here) with the appropriate options. 

Send mail to this address will already be ticked. Only un-tick if the constituent has told us they don’t want any mail to go to their workplace.

In the Valid Dates section, ensure that the Date from field is populated with the date we learned of their change in address.

Click on Save and Close which will take you back to the main Organisational Relationship screen.

Step 7

From the Industry drop down list, choose the most suitable category.

Step 8

Add the constituent’s job title in the Position Tick the Print box if this should be added to the address when mail is being sent.

Step 9

From the Profession drop down list, choose the most appropriate for the constituent.

Step 10

Ensure the Relationship and Reciprocal options are selected (e.g. Employer from the Relationship option if this is who the constituent currently works for, and Employee under the Reciprocal)

Step 11

Add the start date of employment in the Date from field. Just enter the month, or even just the year if that’s all you know. Leave blank if you have no information about the date.

Step 12

Add the business telephone numbers in the bottom left field.

Note that business telephone numbers for a constituent should be added in both Business and Bio 1 tabs.

Guides to adding email addresses here.

Guide to adding phone numbers here.

 

Step 13

Select Save and Close in the top left corner once you have added all the business details.

Step 14

Finally, go to the Attributes tab.

  • Category: Select Career Status. (If it does not exist already as an attribute. If it already exists, amend it accordingly)
  • Description: Choose most appropriate, e.g. Employed, Self-Employed.
  • Date: Enter date we learned of employment change.
  • Comments: Where did we learn of this information, e.g. Email from Constituent, Meeting etc.

Click Save and Close once complete.