Abstracts Manager

Using this persona, you can manage reviewers of abstracts and submissions. Please see the Abstracts and Submissions section for more information on this activity.

Accounting Manager

Using this persona, you can manage accounting-related activities, such as defining GL accounts, creating and opening batches, entering receipts, managing lockbox activities, analyzing customers and their orders, and defining organizations and organization units. Open the Accounting Central (FARCENTRAL) screen to view additional accounting-related activities. Please see the Accounting section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       System Admin – Maintain system types and codes and application parameters, and create new organizations and organization units

·       Advertising – Define advertising products, media, contracts, advertisers, sales reps, and insertion orders

·       Order processing – Access Call Center, Contact Tracking, Batch Control, Order Entry, and Rates and Discounts

·       Customers – Access CRM360, Subgroup Central, and Committee Central, and manage duplicate customers, transcripts, and notifications

·       Products – Define new products and search for existing products across all subsystems

·       Facilities – Set up and schedule facilities

·       Reporting – Submit online and batch reports, define job schedule, and set up default parameters

·       Fundraising – Enter simple and flexible gifts, define campaigns, appeals, and funds, and maintain solicitors, prospects, and teams

Advertising Manager

Using this persona, you can manage advertising-related activities, such as defining advertising products, media, contracts, competitor journal codes, advertisers, sales reps, and insertion orders. Open the Advertising Central (ADVCENTRAL) screen to view additional advertising-related activities. Please see the Advertising section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, rate structures, and purchasing groups

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, maintain TRS applications, and schedule a job

·       System Admin – Maintain system types and codes and set up customer relationships

·       Advertising Order Processing – Access Order Entry, Insertion Order Maintenance, and Batch Control

·       Sales Rep Maintenance – Define and maintain sales representatives

·       Advertisers and Agencies – Access CRM360, Contact Tracking, Advertiser Maintenance, and Agency Maintenance

Advertising Insertion Order Sales

This persona is similar to the Advertising Manager persona, but it is designed to be used by insertion order sales representatives. Using this persona, you can maintain advertisers, agencies, contracts, ad creatives, and insertion orders. Please see the Advertising section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Reporting – Submit batch jobs and online reports, and review job and report statuses

·       Other Products – Define new products and search for existing products across all subsystems, including packages

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Sales Rep Maintenance – Define and maintain sales representatives

·       Advertisers and Agencies – Access CRM360, Contact Tracking, Advertiser Maintenance, and Agency Maintenance

·       Advertising Order Processing – Access Order Entry, Insertion Order Maintenance, and Batch Control

·       Advertising Setup – Define advertising products, media, contracts, advertisers, sales reps, and insertion orders

Awards Administrator

As of 7.3.1, using this persona, you can manage every aspect of the Awards module, including creating awards programs and maintaining nominations. Please see the Awards section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Constituents and Committees – Access CRM360, Subgroup Central, Contact Tracking, Volunteer Central, and Committee Central

·       Order Entry – Access Order Entry and Customer Financial Analysis

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

Call Center Manager

Using this persona, you can manage call center-related activities, such as defining standard letters and quick-pick lists, maintaining customers and demographic information, and entering contact tracking records. Please see the Customers section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       CRM/Orders – Maintain batches, customers, contact tracking records, orders, and perform setup specific to call center, including standard letters and quick pick products

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Customers – Access CRM360, Subgroup Central, and Committee Central, and manage duplicate customers, certifications, and transcripts

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, coupons, rate structures, and purchasing groups

·       Facilities – Schedule facilities

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       Fundraising – Enter simple and flexible gifts, maintain funds, appeals, campaigns, recognition structures, teams, matching gifts, fundraising prospects and solicitors, proposals, expenses, and planned giving

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, maintain TRS applications, and schedule a job

·       System Admin – Maintain system types and codes and set up customer relationship

Call Center Rep

This persona is similar to the Call Center Manager persona, but it is designed to be used by call center representatives. Using this persona, you can enter contact tracking records and maintain customers and demographic information. Please see the Customers section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       CRM/Orders – Maintain batches, customers, contact tracking records, orders, and receipts

·       Order Research – Analyze customer and order financial information

·       Customers – Access CRM360 and Committee Central, and manage certifications and transcripts

·       Accounting – Maintain refunds and analyze customer and order financial information

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain membership dues

·       Facilities – Schedule facilities

·       Fundraising – Enter simple and flexible gifts, maintain funds, appeals, campaigns, recognition structures, teams, matching gifts, and fundraising prospects and solicitors

·       Reporting – Submit batch jobs and online reports, and review job and report statuses

Certification Program Manager

Using this persona, you can manage certification-related activities, such as defining courses and exams, certification products, certification and transcript programs, certification requirements and prerequisites, and registrations. Open the Certification Setup (CERTIFICATIONSETUP) screen to view additional certification-related activities. Please see the Certification section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Transcripts – Define ad-hoc transcripts, transcript programs, transcript products, courses and exams, and set up transcript credit type code geographic mapping

·       Customers – Access CRM360, Subgroup Central, and Committee Central, and manage duplicate customers

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking, and perform setup specific to call center, including standard letters and quick pick products

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, and analyze the market

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, rate structures, and purchasing groups

·       Facilities – Set up and schedule facilities

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, and schedule a job

·       System Admin – Maintain system types and codes and set up customer relationships

Certification Registrar

This persona is similar to the Certification Program Manager persona, but it is designed to be used by certification registrars. Using this persona, you can enter orders for certification products, define customer transcript details, and maintain certification registrations. Open the Certification Registration and Processing (CERTIFICATIONREGISTRATION) screen to view additional certification-related activities. Please see the Certification section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Transcripts – Define ad-hoc transcripts, transcript programs, transcript products, courses and exams, and set up transcript credit type code geographic mapping

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking

·       Customers – Access CRM360, Subgroup Central, and Committee Central

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, rate structures, and purchasing groups

·       Reporting – Submit batch jobs and online reports, and review job and report statuses

·       System Admin – Maintain system types and codes

Customizer

Using this persona, you can perform customizations to Personify using the Application Designer. Please see the Studio Tools section for more information on using the Designer tool. You can also set up security and system parameters, define organizations and organization units, configure and verify interfaces, and set up Notification Services. Please see the System Setup section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Advertising – Define advertising products, media, contracts, ad creatives, advertisers, sales reps,  insertion orders, and advertising codes

·       System Admin – Access Application Designer, maintain organizations and security, define system types and codes, configure and verify interfaces, maintain notifications, and other system setup related activities

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking, and perform setup specific to call center, including standard letters and quick pick products

·       Customers – Access CRM360, Subgroup Central, and Committee Central, and manage duplicate customers, certifications, and transcripts

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       Accounting – Set up general ledgers, organizations and organization units, currency, sales and VAT taxes, and lockbox parameters

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, rate structures, and purchasing groups

·       Facilities – Set up and schedule facilities

·       Fundraising – Enter simple and flexible gifts, maintain funds, appeals, campaigns, recognition structures, pledges and contributions, teams, matching gifts, and fundraising prospects and solicitors

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, maintain TRS applications, and schedule a job

Exhibition Manager

Using this persona, you can manage exhibition-related activities, such as defining an exhibition product, entering booth orders, and maintaining exhibitors. Please see the Exhibitions section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking, and perform setup specific to call center, including standard letters and quick pick products

·       Customers and Committees – Access CRM360, Subgroup Central, and Committee Central, and manage duplicate customers and notifications

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Other Product Areas – Define new products and search for existing products across all subsystems, define package products, setup and schedule facilities, and maintain Marketing and Communication information

·       Reporting – Submit batch jobs and online reports, review job and report statuses, and schedule a job

·       System Admin – Maintain system types and codes and set up customer relationships

Exhibition Sales

Using this persona, you can maintain define exhibition products and order them. You can also maintain customers and set up and schedule facilities. Please see the Exhibitions section for more information on ordering and maintaining exhibition products.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Committees and Subgroups – Access Subgroup Central and Committee Central

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Other Product Areas – Define new products and search for existing products across all subsystems, and define package products

·       Reporting – Submit batch jobs and online reports and review job and report statuses

·       System Admin – Maintain system types and codes

Facility Rental Manager

Using this persona, you can access the Facilities Launch and Maintenance screens, the Visual Scheduler, and facility products to set up and schedule facilities, and define meeting, session, and exhibition products. Please see the Facilities section for more information.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Customers – Access CRM360 and search for sent notifications

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       CRM/Orders – Access CRM360, Order Entry, and Contact Tracking

Facility Rental Staff

Using this persona, you can access the Facilities Launch and Maintenance screens and the Visual Scheduler. Please see the Facilities section for more information.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Customers – Access CRM360 and search for sent notifications

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       CRM/Orders – Access CRM360, Order Entry, and Contact Tracking

Fund Development Manager

Using this persona, you can enter simple and flexible gifts, maintain donors, constituents, solicitors, and teams, and define moves management plans. You can also set up fundraising items, such as funds, appeals, campaigns, recognition structures, and gifts. Please see the Fundraising and Moves Management sections for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Appeals/Marketing – Maintain and analyze appeals, and maintain lists, communications,  marketing email messages, and market codes

·       Accounting – Maintain batches and receipts

·       Reporting – Submit batch jobs, review job and report statuses, define default parameters for a job, and schedule a job

Fund Solicitor

Using this persona, you can enter simple and flexible gifts, maintain donors, constituents, solicitors, and teams, and define moves management plans. You can also set up fundraising items, such as funds, appeals, campaigns, recognition structures, and gifts. Please see the Fundraising and Moves Management sections for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Appeals/Marketing – Maintain and analyze appeals, and maintain lists, communications,  and marketing email messages

·       Accounting – Maintain batches and receipts

·       Reporting – Submit batch jobs, review job and report statuses, and define default parameters for a job

Fundraising Gift Entry

Using this persona, you can enter simple and flexible gifts, and maintain donors and constituents. You can also define rapid donations and matching gift providers. Please see the Fundraising section for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Accounting – Maintain batches and receipts

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, and schedule a job

Fundraising Manager

Using this persona, you can enter simple and flexible gifts, maintain donors, constituents, solicitors, and teams, and define moves management plans. You can also set up fundraising items, such as funds, appeals, campaigns, recognition structures, and gifts. Please see the Fundraising and Moves Management sections for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Appeals/Marketing – Maintain and analyze appeals, and maintain lists, communications,  market codes, and marketing email messages

·       Accounting – Maintain batches and receipts

·       Reporting – Submit batch jobs, review job and report statuses, define default parameters for a job, and schedule a job

Generic Manager

Using this persona, you can manage tasks across many subsystems, including Order Entry, Accounting, Marketing and Communication, and Customers. Please see the appropriate subsystem sections for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking, and perform setup specific to call center, including standard letters and quick pick products

·       Customers – Access CRM360, Subgroup Central, and Committee Central, and manage duplicate customers, certifications, and transcripts

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, coupons, rate structures, and purchasing groups

·       Facilities – Set up and schedule facilities

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, and schedule a job

·       System Admin – Maintain system types and codes and set up customer relationships

Generic Product Manager

Using this persona, you can perform tasks related to managing products in Personify. You can also create orders, maintain customers, and manage accounting and marketing information. Please see the appropriate subsystem sections for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, coupons, rate structures, and purchasing groups

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking

·       Customers – Access CRM360, Subgroup Central, and Committee Central, and manage certifications and transcripts

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       Facilities – Set up and schedule facilities

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, and schedule a job

·       System Admin – Maintain system types and codes

Inventory Product Manager

Using this persona, you can create and manage inventoried products, including receipts, adjustments, transfers, and shipping information. You can also manage rate structures, discounts, and purchasing groups related to inventoried products. Please see the Inventoried Products section for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking, and perform setup specific to call center, including standard letters and quick pick products

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Customers – Access CRM360, Subgroup Central, and Committee Central, and search for notification messages

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, and schedule a job

·       System Admin – Maintain system types and codes and application parameters, and set up customer relationships

Marketing Manager

Using this persona, you can manage marketing and communication tasks, such as lists, communications, prospects, marketing email messages, and market codes. You can also analyze the market and define prospect list mappings. Please see the Marketing section for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Customers – Access CRM360, Subgroup Central, and Committee Central, and manage duplicate customers, certifications, transcripts, and volunteers

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, coupons, rate structures, and purchasing groups

·       Facilities – Set up and schedule facilities

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, and schedule a job

·       System Admin – Maintain system types and codes and application parameters, and set up customer relationships

Meetings Planner

Using this persona, you can plan meetings and sessions, set up exhibitions and affiliated products, and import meetings. Please see the Meetings section for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Orders – Access Order Entry to enter and maintain orders

·       Facility Management – Set up and schedule facilities

·       Customer Relationship Management – Access Contact Tracking, CRM360, and Subgroup Central, and manage volunteers

·       Meeting Committees – Access Committee Central

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       System Setup – Maintain system types and codes and set up customer relationships

·       Analytics and Processes – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, and open Data Analyzer

Meetings Registrar

Using this persona, you can register customers for simple and large meetings, register groups for meetings, and maintain batches, orders, and receipts. Please see the Meetings section for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Receipt Entry – Maintain batches, receipts, and refunds

·       Customer Relationship Management – Access CRM360 and Contact Tracking, and manage duplicate customers and review receipts

·       Analytics and Processes – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, and open Data Analyzer

Meetings Manager

Using this persona, you can manage meetings, sessions, facilities, and committees. Open the Meeting Launch screen to view additional meeting-related activities. Please see the Meetings section for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       CRM/Orders – Access CRM360 , Batch Control, Order Entry, and Contact Tracking, and perform setup specific to call center, including standard letters and quick pick products

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Customers – Access CRM360 , search for notification messages, and manage duplicate customers and volunteers

·       Products – Define new products and search for existing products across all subsystems and define package products

·       Facilities – Set up and schedule facilities

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, and schedule a job

·       System Admin – Maintain system types and codes and set up customer relationships

·       Committees and Subgroups – Access Subgroup Central and Committee Central

Membership Manager

Using this persona, you can create membership products and add new members. Please see the Membership section for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Reporting – Submit batch jobs, review job and report statuses, define default parameters for a job, and schedule a job

·       Customer Relationship Management – Access CRM360, Subgroup Central, Committee Central, and Contact Tracking, and manage duplicate customers

·       Order Entry and Research – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Membership/Product Setup – Define new products and search for existing products across all subsystems, maintain discounts, coupons, rate structures, and purchasing groups, maintain system types and codes, and set up customer relationships, standard letters, quick-pick products, and online member directory setup.

Order Entry Operator

Using this persona, you can create and maintain customers and their orders. Please see the Order Entry section for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       CRM/Orders – Access CRM360 , Batch Control, Order Entry, and Contact Tracking, and perform setup specific to call center, including standard letters and quick pick products

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Customers – Access CRM360, Subgroup Central, and Committee Central, and manage certifications and transcripts

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, coupons, rate structures, and purchasing groups

·       Facilities – Schedule facilities

·       Reporting – Submit batch jobs and online reports, and review job and report statuses

Product Fulfillment

Using this persona, you can create and manage inventoried products, including receipts, adjustments, and shipping information. You can also order the products and track fulfillments. Please see the Inventoried Products section for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       CRM/Orders – Access CRM360, Order Entry, and Contact Tracking

·       Customers – Access CRM360, Subgroup Central, and Committee Central

·       Products – Define new products and search for existing products across all subsystems, and define package products

·       Reporting – Submit batch jobs and online reports, and review job and report statuses

Receipt Entry

Using this persona, you can maintain receipts, such as entering receipts, reviewing receipts, processing refunds, and managing lockbox processing. Please see the Accounting and the Lockbox sections for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Order Research – Analyze customer and order financial information and access Order Entry

·       CRM/Orders – Access CRM360 and Contact Tracking

·       Customers – Access CRM360, Subgroup Central, and Committee Central

·       Products – Define new products and search for existing products across all subsystems, and define package products and miscellaneous invoice templates

·       Facilities – Set up and schedule facilities

·       Reporting – Submit batch jobs and online reports

Subscriptions Manager

Using this persona, you can manage subscription products and orders, define publication audit regions and postal zones. Please see the Subscriptions section for more information on these tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking, and perform setup specific to call center, including standard letters and quick pick products

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Customers – Access CRM360, Subgroup Central, and Committee Central, manage duplicate customers, and search for notification messages

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, rate structures, and purchasing groups

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       Reporting – Submit batch jobs, review job and report statuses, define default parameters for a job, and schedule a job

·       System Admin – Maintain system types and codes and set up customer relationships

Super User

Using this persona, you can access all subsystems, including ones that require specific permissions, such as Security and Application. Please see the Security and System Setup sections for more information on these tasks. Please see the appropriate subsystem sections for more information on the subsystem-specific tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking, and perform setup specific to call center, including standard letters and quick pick products

·       Customers – Access CRM360, Subgroup Central, and Committee Central, and manage duplicate customers, certifications, transcripts, and volunteers

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       Accounting – Maintain the General Ledger, define organizations and organization units, define sales and VAT taxes, and maintain lockbox mappings, parameters, and processing

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, rate structures, and purchasing groups

·       Facilities – Set up and schedule facilities

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, schedule a job, define and maintain TRS applications, and synchronize BusinessObjects and TRS

·       System Admin – Access Application Designer, create and maintain organizations and organization units, define user group security, set up system information such as currency and address phone structures, define notification services, and configure and verify interfaces

·       Fundraising – Enter simple and flexible gifts, maintain funds, appeals, campaigns, recognition structures, pledges and contributions, teams, matching gifts, and fundraising prospects and solicitors

·       Advertising – Define advertising products, media, contracts, ad creatives, advertisers, agencies, sales reps, and insertion orders

System Administrator

Using this persona, you can manage all subsystems, define security permissions for other users, set up system information, and define organizations and organization units. Please see the Security and System Setup sections for more information on these tasks. Please see the appropriate subsystem sections for more information on the subsystem-specific tasks.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Security – Define user, security groups, applications, personas, access points, and menus, import security permissions and personas, and define BusinessObjects universe security

·       System Admin – Create and maintain organizations and organization units, set up system information such as currency and address phone structures, define notification services, maintain system types and codes, set up customer relationships, configure and verify interfaces, purge process tables, send broadcast messages, and synchronize BusinessObjects with TRS

·       Customers and Committees – Access CRM360, Subgroup Central, and Committee Central, and manage duplicate customers

·       CRM/Orders – Access CRM360, Order Entry, and Contact Tracking, perform setup specific to call center, including standard letters and quick pick products, and maintain discounts, rate structures, and purchasing groups

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, coupons, rate structures, and purchasing groups

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, and define prospect list mappings

·       Accounting – Maintain the General Ledger, define organizations and organization units, define sales and VAT taxes, and maintain lockbox mappings, parameters, and processing

·       Advertising – Define advertising products, media, contracts, ad creatives, advertisers, agencies, sales reps, and insertion orders

·       Awards – Manage every aspect of the Awards module, including creating awards programs, maintaining nominations, and managing reviewers..

·       Certification and Transcripts – Define a certification program, register and track certifications, and upload certifications from an order. Define transcript programs and products, courses and exams, upload ad-hoc and ASCII transcripts, and maintain customer transcripts

·       Fundraising – Enter simple and flexible gifts, maintain funds, appeals, campaigns, recognition structures, teams, matching gifts, proposals, and fundraising prospects and solicitors

·       Volunteer Management – Define volunteers and events/jobs and match the volunteers to the events/jobs

·       Reporting – Submit batch jobs and online reports, review job and report statuses, define default parameters for a job, schedule a job, define and maintain TRS applications, set up printers and job queues, and synchronize BusinessObjects and TRS

Transcript Manager

Using this persona, you can manage transcript activities, such as defining transcript programs, products, courses, and exams. You can also set up certification programs and products, and register and track certifications. Open the Transcript Central (TRANSCRIPTCENTRAL) screen to view additional transcript-related activities. Please see the Transcripts section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Committees and Subgroups – Access Subgroup Central and Committee Central

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, Customer Central, and Contact Tracking,, and perform setup specific to call center, including standard letters and quick pick products

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, and analyze the market

·       Products – Define new products and search for existing products across all subsystems, define package products, and maintain discounts, rate structures, and purchasing groups

·       Reporting – Submit batch jobs, review job and report statuses, define default parameters for a job, and schedule a job

·       System Admin – Maintain system types and codes and set up customer relationships

Volunteer Manager

Using this persona, you can manage volunteer activities, such as maintaining volunteer customers, setting up events/jobs, and matching volunteers to the events/jobs. Open the Volunteer Central (VOLUNTEERCENTRAL) screen to view additional volunteer management-related activities. Please see the Volunteers section for more information on these activities.

You can also manage tasks related to the following using the other tabs on the toolbar:

·       Meetings – Define meetings, sessions, and exhibitions, and set up and schedule facilities

·       CRM/Orders – Access CRM360, Batch Control, Order Entry, and Contact Tracking, and perform setup specific to call center, including standard letters and quick pick products

·       Accounting – Maintain batches, receipts, and refunds, and analyze customer and order financial information

·       Products – Define new products and search for existing products across all subsystems, and define package products

·       Facilities – Set up and schedule facilities

·       Marketing and Communication – Maintain lists, communications, prospects, marketing email messages, and market codes, analyze the market, and define prospect list mappings

·       Reporting – Submit batch jobs, review job and report statuses, define default parameters for a job, schedule a job, and synchronize BusinessObjects and TRS

·       System Admin – Maintain system types and codes and set up customer relationships

Web Client Admin

As of 7.6.2, this persona was added to support functionality in PersonifyGO. This persona can be used to assign security and access in PersonifyGO and have no affect on Personify360 Operations.

Web Client Call Center

As of 7.6.2, this persona was added to support functionality in PersonifyGO. This persona can be used to assign security and access in PersonifyGO and have no affect on Personify360 Operations.