Skip to navigation | Skip to main content | Skip to footer

DDAR Training Hub

Home
RE Basics
Constituent Records

Addresses
Phone Numbers
Email Addresses
Business Details
Who Can Be Contacted And How
- Explicit Consent to Contact By
Education
- Adding Education Details
Names
Spouse Relationships
- Add a Spousal Relationship
- Amend or End a Spousal Relationship
Relationships
Volunteering
- Add Interest
- Add Participation
Attributes
- Add an Attribute
- Update an Attribute
Actions
- Add an Action
- Amend an Action
Prospect Management
Media Tab
- Adding Media
Finance
Other Record Types

Events
- Create
- Processing Registrations
- Creating Guest Lists
- Post Event Updates
- Registering a Guest
Data Management

Querying
- Query Basics
- Constituent Queries
- Action Queries
- Mailchimp Segment Queries
RE Advanced
Data Management

Prospect Management
- Dashboards
- Class Lists
Other Record Types

Campaigns

Funds

Appeals
Data Management

Querying
- Advanced Querying
Exporting
- Create an Export
- Modify an Export
Importing
- RE Import Module
- ImportOmatic
- API from integration hub to Raiser’s Edge
Inactive
- Inactive Definition
Gift Processing
- Single Gifts
- Paid File - Direct Debits
- Add New DD Gift
- Amend a DD Gift
- Add a New Pledge
- Add a Pledge Instalment
- Write Off a Pledge
- Gift Aid Claims
- Record Gift Aid Declarations
- Cancelling Direct Debits (file from Rapidata)
- Crowdfunding
- Gift Coding - Process for Gift Administrators
- Refunding OLX/Online Payments
- Gifts via the Office Phone (66021)
- Remove Soft Credit in Queries
Online Express
RE Management

Administration
- Security - User Profiles
- Security - User Groups
- Global Data Adds
- Global Data Changes
- Global Data Deletion
- Finding Duplicate Records
- Merging Duplicate Records
- Adding Constituent Codes
Plugins

Queue Function

Configuration
- Adding Table Entries
- Business Rules
- Attributes
Reporting
Data Warehouse
Tableau
- Prospect Research Reports: Procedure Guide
Profile Generators
- Profile Generators
Other Systems
Manchester Network

Front End (Alumni)

Front End (External)

Mentoring

Administration
- Manchester Network – Manual Verification
- Advanced Mentoring Programmes
- Manage Event Listings
- Admin Account Creation & Access
- Email for Life
- Statistics & Reporting
- Aluminati SSO for YMO
- SNS - Setup/Management
- SNS - Running the Process
- Contacting Aluminati (DaPulse)
Mailchimp

Using Mailchimp
- Building Emails (inc. Content Guidelines)
- Sending Emails
- User Management (staff)
IOM Connector
- Mailchimp Segment Queries
- Uploading Segments
- Refreshing Segments
- Subscribes
- Unsubscribes
- Campaign Activity
Surveys
- Survey Tips and Considerations
- Creating a Survey
Communigator
- Communigator
Justgiving
- Front End
- Back End
Hubbub
- Front End
- Adding a Cash Pledge
CAF
- Administration
- Processing Gifts
Rapidata
- Administration
- Processing Gifts
Reception Functions
- Alumni Inbox
- Post
Smart Outlook
- Smart Outlook
Smarteezie

Front End
- Caller
- Smarteezie Daily Tasks
- Smarteezie Supervisor Access
Data Management
- Smarteezie Import & Export Data
Other Websites

YMO
- Administration
- Default Template
- Events Template
Giving Blog
- Administration
- Content Guidelines
Training Guides Site
- Editing the top menu
- Administration
- Content Guidelines
Compliance

Data Protection - overview

NAFUM

Systems Access

HKFUM

Privacy Statements

Confidentiality & Non-Disclosure Agreements

Home Other SystemsSmart Outlook

Smart Outlook

Smart Outlook is an email connector that allows you to add emails as Actions in Raiser’s Edge with a couple of clicks.

Guide to Smart Outlook is here.

If you would like access to the Smart Outlook feature, please contact Tom Jirat or Barry Miller.

Smart Outlook

Contact us

+44 (0) 161 306 3066
Contact details

Find us

Development and Alumni Relations
The University of Manchester
Oxford Rd
Manchester
M13 9PL
UK

Connect with us

Disclaimer /
Privacy /
Copyright notice /
Accessibility /
Freedom of information /
Charitable status /
Royal Charter Number: RC000797

Close menu
Home

This website uses cookies. By dismissing this message you are consenting to the use of cookies as detailed in our privacy notice. You can clear and manage cookies through your browser settings.Dismiss

Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Non-necessary

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.