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Maintaining development setup data

Some aspects of development can be customised to suit your organisation's needs.

Lookup tables

See Maintaining lookup tables.

Lookup table

Description

See

luAppeal

Used to maintain fundraising appeals for your organisation.

luAppeal lookup table

luArchiveCondition

Used to define the condition levels of archive items.

luArchiveCondition lookup table

luArchiveItem

Used to define the types of items that are archived at your organisation.

luArchiveItem lookup table

luDonorFoundation

Used to define the levels of foundation membership that donors will be eligible for depending on how much they donate.

luDonorFoundation lookup table

luDonorProspect-
Activity

Used to define the types of activities taken when interacting with donor prospects.

luDonorProspectActivity lookup table

luDonorProspect-
ActivityStatus

Used to define the status of donor prospect activities.

luDonorProspectActivityStatus lookup table

luDonorProspect-
DetailStatus

Used to define the statuses of appeals that prospects have been nominated for.

luDonorProspectDetailStatus lookup table

luDonorProspect-
Inclination

Used to define the available levels of inclination potential donors may have to donate.

luDonorProspectInclination lookup table

luDonorProspect-
Knowledge

Used to define the levels of knowledge a potential donor has about the fundraising appeal.

luDonorProspectKnowledge lookup table

luDonorProspect-
Motivation

Used to define the reasons a potential donor has to donate.

luDonorProspectMotivation lookup table

luDonorStatus

Used to define the list of donor statuses used at your organisation.

luDonorStatus lookup table

luFund

Used to define the areas that donations are used in the organisation.

luFund lookup table

luLocation

Move to maintaining events setup data

Used to define locations used for events.

Events Maintenance - Location tab (location dropdown list)

luLocation lookup table

Configuration settings

See Maintaining configuration files.

Configuration setting

Description

See

AutoUnallocate-
Constit

Used to control whether Synergetic automatically removes donors from foundation levels they have exceeded. See Development Maintenance - Giving Summary tab in the Development manual.

AutoUnallocateConstit configuration setting

Communications-
History

Used to determine the number of days of communication history displayed on reports.

CommunicationsHistory configuration setting

EventsHistory

Used to determine the number of days of event history displayed on reports.

EventsHistory configuration setting

ShowForSystem-
Constit

Used to determine whether the Related Campus field is displayed when system constituencies are selected on the following windows:

  • Events Bulk Add/Delete
  • Communications Bulk Add/Delete.

ShowForSystemConstit configuration setting

ShowForUser-
Constit

Used to determine whether the Related Campus field is displayed when user constituencies are selected on the following windows:

  • Events Bulk Add/Delete
  • Communications Bulk Add/Delete.

ShowForUserConstit configuration setting

Last modified: 31/03/2017 4:45:37 PM

See Also

System setup and maintenance

What's new to System maintenance

Single database structure

Edit Synergetic Configuration File [Synergy.cfg] window

Maintaining security permissions

Maintaining configuration files

Maintaining lookup tables

Viewing the message log

Viewing system queues and services data

Merging duplicate community records

Customising the appearance of Synergetic

Maintaining system messages

Running system reports

Using the User/Report Form Editor

Incorporating Crystal Reports into Synergetic

Configuring Crystal Reports

Configuring address validation

Renaming fields

Maintaining school settings

Maintaining Action Centre messages

Maintaining postal addresses

Maintaining general setup data

Maintaining setup data for students and staff

Maintaining setup data for classes, attendance and assessment

Maintaining merit setup data

Maintaining events setup data

Maintaining co-curricular setup data

Maintaining medical setup data

Maintaining Action Centre setup data

Maintaining languages setup data

Maintaining spelling setup data

Maintaining objects setup data

Maintaining user preferences data

Maintaining communication methods

Maintaining external systems setup data

Maintaining the DocMan service

© 2017 Synergetic Management Systems. Published 20 July 2017.

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