| CRM Term | RE Equivalent | Description |
|---|---|---|
| Appeal | Appeal | Appeals also exist in CRM. They contain marketing efforts and segments |
| Application | N/A | In CRM, how is this revenue applied? Is it a donation, a pledge payment, etc. |
| Business Unit | Development Unit | RE Development Unit |
| Data List | N/A | A data list is a way to refer to a section of a page that shows a display of data similar to an excel spreadsheet. The Revenue History tab is an example of a data list, the data displays in columns that are often sortable. |
| Designations | Fund | RE Funds are split between Designations and Purposes in CRM. Designations are more finance oriented, and Purposes are more stewardship focused. The Designation record will be used by Gift Processing staff. The Designation contains GL and Campaign information. |
| Finder Numbers | N/A | Assigned when a marketing effort is created. If the mailing is set up with defaults for designations, then when the finder number is entered in batch the appeal, marketing effort and designation will all default in. This is the number you want to include on BREs |
| Fundraising Plan | N/A | Fundraising plans are used to facilitate the activities taken to move toward asking a prospect for a gift. It organizes Steps (actions), Opportunities (amounts), Stages, and the Fundraising team (solicitors) and other plan participants (spouse, advisors, family members). |
| Inbound Channel | N/A | How did this item get to the gift processing department? Options include: Email, Lockbox, Mail, Website - Affiliate, etc |
| Interaction | Action | An Interaction is a personal or one-on-one contact with a constituent. CRM equivalent of actions in RE. |
| List Builder List | N/A | A list builder list (example Interactions) is a more powerful data lists where you can choose the columns you would like to display, and re-arrange the order of the columns. |
| Marketing Effort | N/A | A solicitation or mailing under an Appeal. Marketing Efforts can be broken down into Segments |
| Opportunity | Proposal | An opportunity tracks the details of the ask, including status, amounts, anticipated dates, likelihood, designation, fundraising purpose(s) and naming opportunities. The status of an opportunity will change throughout the solicitation cycle. |
| Package | N/A | In RE this is a sub-set of an Appeal. In CRM, this refers to the specific item the constituent received, for example "Closed Face Envelope with teaser, First Class Mail" A RE Package is NOT equivalent to a CRM Package. |
| Page | Screen | CRM/Atlas is a web-based product, so a Raiser's Edge screen is a Atlas page. |
| Payment | All Gifts and Pledge Payments | CRM's term for all gifts and pledge payments is Payment. You can see if it is a gift or pledge payment by looking at the Application. |
| Purposes | Fund | RE Funds are split between Designations and Purposes in CRM. Designations are more finance oriented, and Purposes are more stewardship focused. The Purpose will be used by Donor Relations staff to manage Stewardship Report recipients, financial aspects of the funds raised to date. |
| Recognition | Soft Credit | CRM term for Soft Credits. Recognition credits can have different types which facilitate calculating household giving. The Recognition History tab shows giving including all recognition or soft credits. |
| Record Type: Group | N/A | There are three different types of records in Atlas: Individual, Organization, and Group (which includes Households and Committees). Households are comprised of only spouses or domestic partners and are one example of a Group record. Additional examples of Group records are boards/committees or a group of individuals that give together. |
| Record Type: Individual | Individual Record Type | There are three different types of records in Atlas: Individual, Organization, and Group (which includes Households and Committees). |
| Record Type: Organization | Organization Record Type | There are three different types of records in Atlas: Individual, Organization, and Group (which includes Households and Committees). |
| Revenue | Gift | Revenue is the term used to define all gift transactions. |
| Segments | Packages | A breakdown of Marketing Efforts in CRM. These best approximate RE Packages. A RE Package is NOT equivalent to a CRM Package. |
| Smart Fields | CAGU Attributes | Smart fields provide a user with summarized information. They can be viewed at the constituent level under the Smart fields tab. Examples include Total giving, Largest Gift, Last Gift, Consecutive Years of Giving, etc. |
| Source Code | a combination of the appeal and package codes | CRM equivalent of appeal and package codes in RE. |
| Step | Action on a Proposal | A step is an interaction tied to a Fundraising plan, similar to an Action on a Proposal from Raiser’s Edge. |
| Tiles | N/A | Tiles provide a quick summary of information on a constituent record. |