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  • RE Basics

    Constituent Records

    Addresses

    • Add a New Personal Address (An Address Currently Exists)
    • Add a Personal Address (No Current Address)
    • Update a Personal Address
    • List of UK Postcodes by Region

    Phone Numbers

    • Add a Phone Number (None Previously Exist)
    • Add a Phone Number (Number Currently Exists)
    • Amend a Phone Number

    Email Addresses

    • Add an Email Address (None Currently Exist)
    • Add an Email Address (Address Currently Exists)
    • Amend an Email Address

    Business Details

    • Add Business Details (None Currently Exist)
    • Add Business Details (Business Currently Exists)
    • Amend Current Business Details
    • Retired Process (Have Employment Knowledge)
    • Retired Process (No Employment Knowledge)

    Who Can Be Contacted And How

    • Explicit Consent to Contact By

    Education

    • Adding Education Details

    Names

    • Nicknames
    • Aliases
    • Married Names
    • Addressee/Salutation

    Spouse Relationships

    • Add a Spousal Relationship
    • Amend or End a Spousal Relationship

    Relationships

    • Individual
    • Organisational
    • Deceased Process

    Volunteering

    • Add Interest
    • Add Participation

    Attributes

    • Add an Attribute
    • Update an Attribute

    Actions

    • Add an Action
    • Amend an Action

    Prospect Management

    • Prospect Tab
    • Dashboards
    • Assigning a Canvasser
    • Adding a Proposal
    • Closing a Proposal/Removing a Prospect from the Assigned Pool
    • Gift Coding Process
    • Creating a Legacy Proposal

    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

    • Online Gifts via Online Express
    • NAFUM Calling
    • UK & Canada Calling
    • Rapidata - RDS Cancellation Codes
    • Events

    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

    • Discoverer: First Time Setup
    • Discoverer: Password Change
    • Discoverer: Navigating a Report
    • Discoverer: Printing
    • Discoverer: Exporting
    • Discoverer: Background Changes

    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)
    • Marketing

      • Send a Marketing Email

    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

Regular Giving

Inactive – Definition

Updating a Contact Preference

Update a Personal Address

Recording a Constituent as Deceased

Assigning a Canvasser

Update an Attribute

Explicit Consent To Contact By

Organisational Relationships

Amend an Action

Data Protection – overview

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

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  • Twitter page for Manchester Alumni
  • Instagram page for Manchester Alumni

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