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Configuration Settings for Donor Management

In order to design the setting for Donor Management, a number of configuration options should be set up in CRM.

Security Roles

There are a number of security roles that can be added to the different Donor Management CRM users, according to their roles and permissions. Administrators will need to assign these roles to specific users. The following is a list of the available roles:

  • DE - Campaign Manager
  • DE - Donation Management
  • DE - Donor Engage Admin
  • DE - Exec Data View
  • DE - Service Data View
  • DE - View Exec Dashboards
  • DE - View My Data Dashboards

To assign a role to a specific user:

1. From the navigation bar, hover over the Microsoft Dynamics CRM logo.

2. Click on the Settings tile.

3. The navigation bar now displays Settings. From the Settings categories select the Security icon.

The Security options display.

4. Click on Users.

5. In the user list, select the user or users to whom you want to assign a security role.

6. Choose Manage Roles.

Only the security roles available for that user's business unit are displayed. 

7. In the Manage User Roles dialog box, select the security role or roles you want for the user or users, and then choose OK. 

Donor Management Data Setup

In CRM, an entity is a table that holds a certain type of data with the attributes functioning as the columns of the table and determining which information goes into the records of that entity type. When users are setting up Donor Management, there are a number of setup data entities that need to be populated with setup data. 

Contact Type Groups

A Contact Type Groups entity should be populated with setup data in order to differentiate roles (e.g. volunteer member or donor).

This entity specifies the grouping of the different Contact types. Below are some sample records that can be used as Contact Type Groups:

  • Donor
  • Member
  • Volunteer

Contact Types

This entity is used to setup Contact types or roles that Contacts inside the system can have. Below are some sample records that can be used as Contact Types, along with samples on how they can be liked with Contact type groups:

  • Donor: Previous Donor
  • Member: Gold
  • Member: Lifetime
  • Member: Platinum
  • Member: Silver
  • Volunteer: Event
  • Volunteer: Office
  • Volunteer: Service

To populate setup data for the Contact Types tile:

1. Click on the Contact Types tile.

    The list of Active Contact Types displays.

2. From the command bar, click New to add a Contact Type.

3. Click Save in the bottom right corner.

    The donation Contact Type information displays.

Gift Types

This section defines the list of different Gift Types that a Donation Gift can have. A Donation Gift can be any of the following:

  • Cash
  • Cheque
  • Credit Card
  • Goods
  • Services
  • Stock

Recurrence Rules

This section defines the list of different Payment frequency types that a Donation Gift can have. The recurrence rules are used when a Donation Gift frequency is "Recurring". Below are examples of different recurring types for Donation gifts payments:

  • Weekly
  • Monthly
  • Quarterly
  • Annually

Sequence Rules

Donor Management gives the option to generate custom sequencing rules to any entity. Donor Management uses Sequencing Rules to auto-increment Tax Receipt Register numbers on tax receipt generation. The following is an example on how to create a Sequencing Rule for a Tax Receipt Register entity. The same steps can be applied on any entity, with the proper renaming of entity name and numbering field.

To configure a record Sequencing Rule:

1. From the navigation bar, hover over the Microsoft Dynamics CRM logo to display the tiles for the work areas.

2. Click on the Donor Engage Setup tile. 

NOTE: To see more tiles, click the right arrow (on the far right side of the row of tiles). Alternatively, users can scroll with the mouse wheel. 

The navigation bar now displays Donor Engage Setup.

3. From the navigation bar, click on the Donor Engage Setup tile.

    The work area tiles display.

4. Click on the Sequencing Rules tile.

    The list of Active Sequence Rules displays.

5. From the command bar, click on New to add a sequencing rule.

6. In the Target Entity field, enter the entity schema name, in our case it's altus_conationtaxreceiptregister.

7. In the Autonumber Field, enter the field schema name that will be used in sequencing, in our case it's altus_registernumber.

8. In the Current Position field, enter 0.

9. In the Display Format field, enter the display format of the sequencing. Example: AltusDE-Rect-{CurrentPosition.PadZero(5)} would result in sequencing in the following format: AltusDE-Rect-00001.

10. In the Scope field, select Business Unit or Organization from the drop down.

NOTE: If Business Unit is selected, enter the desired Business Unit Name where the sequencing will take place.

11. Click the Save button in the bottom right corner.

      The Sequence Rule: Information displays.

NOTE: Fields marked with the red asterisk indicate that completing the field is mandatory.

Import Spreadsheet templates

Alternatively, it is possible to import the setup data by importing the following file: DE 07.07 Setup Data for Import.zip.

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