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Cameron University Banner Project
Advancement
Advancement Training
Committee/Meeting Name
February 23, 2009
1:00 p.m.
Date
Time Convened
Time Terminated
Location South Shepler
Recorder Jennifer Bowen
Jennifer Bowen, Hillary Ashton, Karen Echols, Anna Swanson, Angie Melton, Diana Smith, Tina Jensen
Members Present
Members Absent
Notes
Topics
Adding the form names
(APACONS)title names
Training Forms
Constituent
Searching
Donor Categories
Prefered Address
APACONS
Parents Information
Discussion, Information
Action Taken, Decisions, Recommendations
GUAUPRF
Click on Display Form name on title bar
Under Advancement, Advancement Individuals
The training PowerPoint is on the CU website.
Individual or organization
To add a pledge or gift, they must be set up as a
constituent and have a general person record. This
record is shared by the entire university.
To be advancement constituent you must fill out or
interfaced (rolled in) and have a constituent record.
Best to use the SOAIDEN. This will search the
entire system not just the advancement module
Each constituent must have one
Must Have this field. You can choose from the
available fields (Address list) or Add and address
College
Two options: Create a Parent Record or add on the
APACONS and add into the parent field
We must make sure to include the core categories in the
documentation manual.
We will need to have a standard address to select unless
otherwise notified.
We are showing none of our constituents have a college.
We need to look at this and find out where this code is???
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Topics
Spouse
Cameron University Banner Project
Advancement
Discussion, Information
You must mark the cross reference field with a
selection SP1
If they live in the same house leave the household
checked. If they are not at the same house,
uncheck the household record.
Updating Information
APANAME
APAMAIL
Exclusions
Child Record
APPCUPD
Homework
Action Taken, Decisions, Recommendations
We will need to put as one of the first steps of our
procedures (campus wide) to check the GUASYST to see
if you should be changing their record. This MUST be
done if the fine grain access is not set up.
Used to update gift society membership names
Used to keep track of what mailings people should
receive. GTVMAIL is the table to set these up.
For the President’ mailing list for the magazine, add
an exclusion code to the mail exclusions.
The cross reference is Child. You must update the
cross reference tab for it to be complete.
If we want the child addition to pull for alum notes,
you must check the OK for notes field. Then the
next time you pull the okay for notes, it will pull.
Uploading information. Is used to update the
NCOA records.
A
Update the ATVEXCL list with the different
advancement departments
We need to find out WHEN this training will occur!
This was part of the very initial discussion on the
potential limitations of banner.
Any issues that come up and creating your
documentation.