Donation Tracker

Account Manager

The Account Manager is the place to go to look up information about the accounts (Individuals, Firms & Employee Funds) that are in the system. Searching for accounts is seamless with all of the search fields (Search For, In Field, Include, Starts With and Contains) available.

Highlights

• Advanced searching capabilities
• Multiple address and phone types per account
• Accommodates parent/subsidiary firm relationships
• Tracks number of employees by campaign
• Tracks projected and reported totals by campaign
• Tracks firm campaign start and end dates
• View/adjust Firm/Employee contribution information by campaign
• Tracking of solicited, thanked, and complete for the current campaign
• Assign Account Executives by campaign
• Assign Industry Type and National Corporate Codes
• User defined individual grouping capabilities for printing letters, mail labels, and reports
• Link individuals to an employer
• Mass assign account information
• Combine husband and wife giving
• View/adjust individual contribution information by campaign
• On-screen balancing of campaign envelopes with donor cards
• Link non-employees to the Campaign Map/Divisions

Click on the Account Manager icon on the right for a tour.