Andar Main Menu Top Tool Bar




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Andar Training for Campaign Associates

Andar Main Menu




Top Tool Bar




Recent = the last 10 accounts you have opened (can be customized to include more than 10)

Bookmarks = You can bookmark accounts that you use often.


How To:

1st click on Bookmarks - Create Folder – Type in new Bookmark folder name (exp. High Tech, Stock Givers)

2nd Open the account you want to add – on the account profile toolbar click Bookmark – select your

new folder – click add.



View = offers four different ways to view the Andar Main Menu

Search = open the account search tool

Systems = My Jobs- allows you to see a list of all jobs you have submitted, from changing a phone number to running reports.

My Output- allows you to see of all jobs that have completed and resulted in some sort of report or spreadsheet.

My Summaries- allows you to see a summary of a structure or structure node.

My Activities- allows you to see all Activities assigned to you through Campaign Planning on the Plan My Activities Maintenance window.

My Communications- gives a list of all Communications assigned to you

Refresh Authorities- When authorities are changed you have to refresh authorities before changes take place.

Window = allows you to select how you want your windows to open & how you want them arranged.

Help = Contents - will display the Andar Help Contents page.

Glossary - contains definitions and descriptions of many functions of Andar.


What is this? – use this option to access context sensitive Help.

When What is this? is selected, the mouse pointer will transform into a question mark (). Position the question mark on any part of an active window, then single click the left mouse button.



Search Help Topics – allows you to type in the exact match or keywords to search a topic in Andar help.


Systems Options


Personal Preferences = changes settings for a specific user name.


  • It’s important to get your account set up. It will pre-populate things like Communications.

  • Make sure the View Demographic by Structure is checked.

  • Also choose your Internet Map choice.


Account Search

When you start an account search you have 3 options:





1st Select your Search Type – select from the drop down list or press F9.

2nd Key in what you are searching for.



Attributes = On Org Accounts you can search by attributes (company, agency)

Keyword = Complete or Partial name of an account

Account Name = Complete and accurate name of account

Account Number = each account in Andar has a unique # assigned automatically

Address Keywords = all or partial address

Zip/Postal Code = zip code of account address

Email = individual or organizational email

Phone Number = Individual or organizational phone #
You can use combinations of the above options. For example you can use the Keywords and address options. (example: last name Smith and address is somewhere on Main St.)




3


Bio = will take you to the Bio page of the account.

Update Employer = allows you to update the employers info

Print = will print profile report of the highlighted account

Display = allows you to look at, but not make changes to the account

Add = allows you to create a new account

Update = allows you to make changes to an existing account

Close = close search results
rd Press Search




When selecting an account & you suspect there is a duplicate:

    • select the active account

    • select the account with the most history

    • Submit an IS request to merge accounts


Bio Tab

Individual




= allows you to update the organization phone #

= allows you to update the fax #

= allows you to update the street address

The Information Summary at the bottom of the bio tab can be customized to show information you would like to see. If you right click in the Information Summary box it will give you the available options. If you change the options on one account it will automatically change for all like accounts. For example if you change it on an Organization account it will change all organization accounts.





Organization


When an Organization Account needs to be added, please contact Erin Osenbaugh.
Adding an Individual Account

To Add An Individual

1st Start by searching to see if the account already exist

2nd click add on the search results box

3rd Fill in all known information

4th select:
- if you would like to continue to add info to this account (like employer)

- if you are done adding information to this account

- if you would like to continue adding new accounts

- if you would like to cancel this new account

You have to tie the Individual to an Employer.

If the Individual does not have an employer please contact Erin Osenbaugh.





When adding an Individual Make Sure to Complete the following:


  1. Input all contact information available

  2. Create a relationship between the individual and employer

  3. Add the correct contact type



  1. Input all Contact Information available:


To add an email:

Go to the Email Tab





= composes an email

= add an email address

= delete an email address

= displays the email address

= update an email address



1st Add

2nd Select email type

3rd input email address

4th Add



Email Types:

Work Email – Email addresses associated with employers

Personal Email - Email addresses for personal accounts

Other Email – All other types of email addresses



To add an Address:
Go to the Address Tab


= provides a map & directions (using google, yahoo, or map quest, you can set your preference in personal preferences)

= provides directions from a “bookmarked” or “recent account”

= displays the address

= add an address (if adding a new address, make the existing address the “Former Address”)

= update an existing address

= delete an address




1st add

2nd select Address Type

3rd Input Address, City, State, & Zip

4th Add






Address Types for Individuals:

*Do not add employer/work addresses to an individual account.



Street Address – physical street address for an individual

Mailing/PO Box – mailing or PO Box of an Organization or Individual

Former Address – when updating an address, make the existing address the former and then add the new address.



To Add a Phone Number:


1st Add

2nd Select Phone Number Type

3rd Enter in Area Code

4th Enter in Phone Number

5th Enter in Extension (if applicable)

Go to the Phone Tab








Phone Types:

Direct Phone Number – Individuals Work Phone #

Home – Individuals Home #

Cellular – Individuals Cell Phone #

Fax-Home – Individuals Home Fax #

Pager – Individuals Pager #




  1. Create a relationship between the individual and employer


To Add and Employer Relationship:
Go to the Relationships Tab -- Employment-Sub Tab






1st Select Add

2nd Enter effective date

3rd select the Employer acct

4th Enter Job Title (if known)

5th Enter Mail Drop (if known)




  1. Add the correct contact type


To add a Contact:
Go to the Relationships Tab--Contacts-Sub Tab


- Will create a communications log for the individual
- Will take you to the profile of organization the individual is a contact for
- Will add a new contact type
- Will allow you to update existing contact





1st Add

2nd Select Contact Type

3rd Enter in Contact Account

4th Select the Campaign Account

5th Enter in Effective Date

6th Enter in the Campaign Year




* Please expire the previous year Contact of the same contact type.

Other Important Tabs for Individuals:
Attributes
User Def- Sub Tab


User-Def sub tab is currently used to track our affinity groups; WGN/WLC, Tocqueville and YLS members


Leader Tab

You can view the Individual Leadership Levels or Combined Leadership Levels automatically assigned by the system, and assigned Leadership Level Overrides.

-To see if the account is a combined giver for a specific campaign year and the percentage of this account's pledge in the combined gift
- To display an Individual Leadership record


C
The Communication Tab provides a way to see important Communications that have been made with an individual. It is used to log information that is pertinent to others in the organization now or in the future.
ommunications Tab


With the top header you can narrow or broaden the communications you are viewing

Use the drop down boxes to make your selections and click Apply.


Using the Communications Log


Overview

Using the communications log will help us communicate internally about points of contact with our key constituents, as well as be better informed during subsequent communications.


It is possible to enter communications either individually, as with a Senior Officer visit, or as a mass assignment, as with newsletters.
While it is possible to use the Comm log exhaustively, we recommend using it when organization-wide, non-immediate access to data is important. In other words, use it to log information that is pertinent to others in the organization now or in the future.
Entering an Individual communication
Steps

  1. Open the record of interest

  2. Input data

  3. Review actions


Adding an entry

  1. Searching by name, company or Andar account number (the best method), find the record of interest.

  2. From the Organization or Individual Account go to:

    1. Tab: Comm

    2. Tab: Relationships: Contacts (if the individual is a contact for an organization)

  3. (quickly review the items listed to make sure you’re not duplicating an entry)

  4. Click Add.

  5. Each Communication Log entry can have only one Primary Communicator, one Primary Individual, and one Primary Organization, but an unlimited number accounts of any other Communication Account Type.

    1. An Add Communication Account will automatically open. Add Data to the following fields:

      1. Choose the Type (this table is customizable)

        1. Primary Communicator- The key person doing the communication

        2. Primary IndividualThe Key person to who you are communicating to

        3. Primary Organization The Key organization to who you are communicating to

    2. Select the Account #

    3. Alternate Reference - An alternate name, email address, or reference to the account. This field is required if the Account is left blank. This is intended for cases where there is no Andar account for the person. Otherwise, it is optional.

    4. Send Email Checkbox - This will send a notification email to the account that they have been assigned to the Communication Log entry. IF YOU HAVE SELECTED AN EXTERNAL ACCOUNT UNCHECK THE BOX.

    5. Action Status – Statuses of the Communication Account (this table is customizable)

    6. Action – Choose the Action the Communication account must take. (this table is customizable)

    7. Action date – Select the date & time the Action needs to happen

    8. Reminder Checkbox - A checkmark must be placed in the Reminder box for a reminder to appear, even if your personal preferences have been set to pop up reminders.

    9. Reminder Date & Time – Select the Date and Time you need the reminder to pop-up.

    10. Click Add.

  1. Add data to the Communication Log:

    1. Communication Date and Time – pre-populated with current date and time

    2. Communication Type – How communication took place (this table is customizable)

    3. Subject Code These are used for later reporting and categorization of communication. (this table is customizable)

    4. Subject – an in-your-words description of subject

    5. Add people and organizations associated with communication (see step 5)

      1. - Assign related accounts- this will pull the orgs. Contact list.

      2. - Put Communication Account in Complete status.

      3. - Other Profile – this will open the selected account.

      4. - Display – will display details to communication account

      5. - New – will create new Communication Account

      6. - Update – will update Communication Account

      7. - Delete – will delete Communication Account

    6. Communication Notes - Please use your best judgment on what to enter. As a guideline – enter anything that might be of interest to you or anyone else in the organization at a later date.

    7. Attachments

  2. Click Add


Following Up To a Communication

Using the Follow Up pre-populates a log entry with the related info, allowing consistent categorization and subject coding and sorting.




  1. Highlight the record of interest

  2. Click Follow Up

  3. Enter pertinent data as described above.

  4. Click Add.


To View All Your Communications

From the Andar main menu’s top tool bar go to System~ My Communications. Here you can see all communications you are a part of, you can follow up




Names Tab

The Names tab displays a list of names attributed to Individual. In addition to the Main name on the Bio Page, an Ind can have a number of names attached to it. Additional names are useful whenever an Individual changes their name or is known by a different name other than their full name (i.e. Bob instead of Bobby) When a search is performed by Keyword, Andar will search both the profile name and all other names that appear on the Names tab


Notes Tab

All notes will accumulate on the Notes tab. This makes it easy for you to see all notes pertaining to an Account without having to go to the specific record (such as email or address), to which the note was originally attached. You can also add, view or update notes from this tab.
To add a note you can start from this tab or if it’s about a specific record you can click-on any where you find this box




History Tab
A/R Inquiry Sub-tab


History - A/R Inquiry Sub-Tab shows a history of pledges, payments, adjustments and balances due for the Account for all years.

Adding Info to Organizations
To Add Dates:


1st Add

2nd Select Date Type

3rd Input the Year, Month, Day

4th Put in effective date

5th Select your Source

6th Input Comment if needed

7th Add

Go to the Attributes Tab--Dates-Sub Tab




Dates CAs will enter:

Campaign Start – Date Campaign Begins

Campaign End - Date Campaign Ends

Pledge Results Expected - When UWCA expects to receive pledge information.


To Add Important Numbers:
G
1st Update or Add

2nd Change the Numerical Data

3rd Select the Information Source

4th Input comments if needed

5th Update

o to the Attributes Tab--Numbers Sub-Tab


Numbers CAs will enter:

Number of Employees - will rollover year to year. Each year when campaign starts you should update, if the number has changed.

Number of Branches - # of locations (ie. Heb locations)

Number of Campaign Meetings – How many campaign meetings the company has.


To Add a Demographic:
D
1st Add

2nd Select Demographic Type

3rd Input an effective date

4th Add


emographics- Sub Tab


Demographics CA’s will enter:

Type of Company (NCL) –UW of America has tagged as a National Corporate Leader

Pledge Tool & Pledge Info – Detailed information about pledge results.


To add a Contact:
Go to the Relationships Tab--Contacts-Sub Tab


You take the same steps to add a contact from the company account as you would from the individual account described on page 7.
When adding new contacts for 2008, expire the 2007 contact. Also, do not put a projected expiry date for the new contact. They will be expired when we receive the 2009 info.

Other Important Tabs for Organizations:
Communications Tab

The Communication Tab provides a way to see important Communications that have been made with an Organization & the employees of the Organization. It is used to log information that is pertinent to others in the organization now or in the future.




With the top header you can narrow or broaden the communications you are viewing

Use the drop down boxes to make your selections and click Apply.





Please see the attached Documentation for instructions on adding New Communications.
History Tab
A/R Inquiry - Sub Tab


History - A/R Inquiry Sub-Tab shows a history of pledges, payments, adjustments and balances due for this Account.
*Look at the A/R RU if this is the Parent account of a Parent/Subsidiary Relationship

Track Parm. - Sub Tab




Tracking Parameters show the Goal, Projection, Reported, Verbal and Processed amounts for the different gift types for an organization.
*Look at the Track Parm RU if this is the Parent account of a Parent/Subsidiary Relationship.



Relationships Tab
Employment - Sub Tab

The Employment sub tab shows all employees of the Organization account.

Employee Volunteers - Sub Tab



Emp Volunteers sub-tab lists the employees of the Organization that volunteer for UWCA


Donor Choice Tab
Sum History - Sub-Tab

The Donor Choice - Sum History sub-tab displays a year by year history of all the designations made by the organization or its employees.


*Look at the Sum History RU if this is the Parent account of a Parent/Subsidiary Relationship


Leader Tab
Leadership Giving Sub-Tab


Leader tab shows all leadership giving information for the employees in an Organization.
*Look at the Leader RU if this is the Parent account of a Parent/Subsidiary Relationship.

Leader Summary – Sub-Tab


The Leader Summary sub-tab displays the Leadership summary information for the employees of the Organization. For each Leadership Level and Campaign Year, you see: the number of leadership givers and the total pledge amount from the leadership givers.
*Look at the Leader RU if this is the Parent account of a Parent/Subsidiary Relationship.

Names Tab

The Names tab displays a list of names attributed to Organization. In addition to the Main name on the Bio Page, an Org can have a number of names attached to it. Additional names are useful when an Organization changes its name, merges with another org or is known by another name other than its full legal name (i.e. SBC instead South Western Bell). When a search is performed by Keyword, Andar will search both the profile name and all other names that appear on the Names tab





Notes Tab

All notes will accumulate on the Notes tab. This makes it easy for you to see all notes pertaining to an Account without having to go to the specific record (such as demographics or dates), to which the note was originally attached. You can also add, view or update notes from this tab.
To add a note you can start from this tab or if it’s about a specific record you can click-on any where you find this box







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