Every good donor database orchestra needs to know what best practice looks like, step-by-step instructions to define your process, and how users can best cooperate within your donor database. Here are the steps for each staff type to focus on in order to be pitch perfect.

Database Keys - Power User

1) Summary Relationships - Reporting To Improve Primary and Target Summary Relationship With Date From.
2) Contact Details - Reporting To Improve Accuracy of Contact Details.
3) Gifts/Revenues - Reporting Under Campaign, Fund, Appeal, Package To Benefit Organization and Donor.
4) Touch Points - Reporting To Make Sure Constituents Moving From A to B.
5) Relationship Details - Reporting All Individual and Organization Details To Build Constituent Relationships.

Database Keys - Entry User

1) Summary Relationships - Always Add New, Never Delete, Always Date From, Update Primary and Target.
2) Contact Details - Always Add New, Never Overwrite, Never Delete, Always Date From And Source.
3) Gifts/Revenues - Always Enter Campaign, Fund, Appeal, And Sometimes Package. Align With Assigned Appeal.
4) Touch Points - Assist To Make Sure Every Touch Point Is Entered On Constituent Record.
5) Relationship Details - All Individuals and Organizations Should Have Own Constituent Record With Full Detail.

Database Keys - View Only

1) Summary Relationships - Clearly Seen Primary And Target Relationship On Profile Page.
2) Contact Details - Clearly Seen Current Main and usable Contact Details On Profile Page.
3) Gifts/Revenues - Clearly Seen Campaign, Fund, Appeal, Package Totals With Details Where Needed On Profile Page.
4) Touch Points - Clearly Seen Last Action, Next Action Needed, And Easy To Add New Actions On Profile Page.
5) Relationship Details - Easily Seen Key Relationships And Other Full Detail On Profile Page.

Please let me know if you have any questions as I would be happy to help you improve your range of what you can do within your donor database.

Sincerely,

Robin Porter
President and CEO
RESolutionsTECH Inc.
PO Box 1975
Kingston, ON K7L 5J7
PH: (866) 776-5414
RPorter@RESolutionsTECH.com
www.resolutionstech.com