| RE Screen | RE Name | Where is it in CRM? | Comments |
|---|---|---|---|
| Action | Actions | Documentation and Interactions/Interactions Prospect Research Request Stewardship Plans | RE actions went to a variety of locations in CRM, see Link to RE Action to CRM Translation |
| Addr/Sal | Addressee/Salutations | Personal Info/Name Formats | • Duplicate name formats (addr/sals) are not allowed, only one converted • We are building custom name formats so all the Partners standard names will be added automatically to constituents, and will be updated in real time if name or spouse information changes |
| Appeals | Appeals | Appeals | • Appeal name and description were flipped to facilitate searches • PCC appeal category moved to site, and attribute appeal reporting category moved to appeal category |
| Attributes | Attributes | Attributes | • RE Attributes that do not have a description will not convert to CRM. CRM requires a description. These will need to be cleaned up in RE. • No duplicate attributes convert Donor Class was renamed Classification Interests/Hobbies was moved to Personal Info/Interests Merge ID was moved to Personal Info/Alternate Lookup IDs Linked-in Profile moved to Personal Info/Social Media |
| BIO1 | Alias | Personal Info/Aliases Personal Info/Alternate Lookup IDs | Alias • No duplicate aliases • We are not converting aliases that are missing a type RE constituent ID converted to the CRM Lookup ID, RE non-constituents will be assigned the next sequential number Alternate Lookup IDs: • RE aliases used to link to outside data will convert here • No duplicate alternate IDs allowed – looking at the type and the ID |
| BIO1 | Name parts and other demographic info | Personal Info/Personal Information | |
| BIO1 | Solicit Codes | Communications/Solicit Codes | • Duplicate solicit codes are not allowed in CRM • New solicit code RE No Email Checkbox was created for any constituent with the Send No Email box checked on BIO1 |
| BIO1 ORG1 | Emails | Contact/Emails | • No duplicate emails (same type/same email) |
| BIO2 ORG2 | Constituent Codes Receipt Type | Personal Info/Constituencies Attributes Communications/Mail preferences | • Duplicate constituencies will not convert (same type with overlapping dates) • We are not converting constituent start and end dates • Receipt Type converted as a constituent attribute, consolidated receipt type is now a mail preference |
| Events | Events | Events | • Duplicate event participations will not convert (CRM will keep the first one it hits) |
| Funds | Funds | Purposes and Designations | • PCC suborgs converted to site |
| Gifts | Gifts | Revenue/Revenue History Revenue/Recognition History | See RE to CRM revenue translation • CRM doesn’t allow pledge payments to have a gift date earlier than the pledge • Pledge payments must have a fund that matches a fund on the pledge. • Gifts are referred to as payments. All payments are applied to a pledge or as an outright donation • Recognition is the CRM equivalent of soft credits |
| Notes | Notes | Documentation and Interactions/Constituent Documentation | • In RE note authors is a text field, and in CRM links to a constituent. We will convert note authors only if a constituent has an attribute of “CRM Notepad Author” that matches the RE notepad author description • Description converted to CRM Title • Donor Listings for Organizations moved to attributes |
| Prospect | Ratings | Wealth and Ratings | |
| Prospect | Philanthropic Interests | Prospect/Funding Interests | CRM has a scale of interest, we converted to somewhat interested, and somewhat disinterested |
| Prospect | Proposals | Prospect/Plan/Opportunities | One RE proposal = 1 CRM plan and 1 CRM Opportunity |
| REL | Individual and Organizational Relationships | Relationships/Relationships Prospect/Prospect Team Physician Rel - see Patient Data | • Relationship attributes do not exist in CRM • Soft Credit Exclusions are indicated by unchecking the recognition credit checkbox and adding a comment to the relationship. • Duplicate relationships will not convert (same person/same type/overlapping dates) • Reciprocal relationships with one side deleted in RE will be re-created in CRM. For example if you had a Related Giving Record relationship and one side of it was deleted in RE, it will be re-created in CRM so the relationship is reciprocal. So counts will be higher in CRM than RE in these cases. • Prospect manager stored on a different tab than other types of assigned solicitors |
| REL | Education | Education | |
| REL | Assigned Solicitors | Prospect/Prospect Team Prospect/Prospect Manager History |