Quick Tips










Vision Computer Programming Services, Inc.
Better Software...Better Price!

 

QUICK TIPS for Supporter Donation System
 Organization Information

The Organization Information is basic information about your organization that needs to be setup prior to getting started with data entry in order to have correct information in your dropdowns to fill in for your supporters.  Vision has provided some of the basics for you to get started.

  1. From the Main Menu, click on Organization Information

  2. Fill in your Organization Name, Director, Title

  3. Click on the Add New Address button and fill in your street address

  4. Click on the Add New Address button and fill in your mailing address if it is different

  5. Make sure to fill in the Address Type

  6. Make sure to choose one the of address as the Primary Address

  7. Country is OPTIONAL

  8. Fill in all of your organization phone numbers, fax, email and web site in the Phone section

  9. Fill in your Annual Goal and Fiscal Year
    NOTE: this will need to be changed ANNUALLY

  10. Fill in your Solicitation Number, EIN, State Tax ID and Payment Note (if applicable)

  11. Fill in your Default Area Code NOTE: this allows you to type your 7 digit phone and the area code will automatically fill in

  12. Fill in Attempts to Login  NOTE: this is the number of times someone can try a password without it being disabled which then requires a call to Vision to reset the password

  13. Choose whether or not you want to automatically check the internet for software upgrades- this feature will notify you when there is a new upgrade available on the Vision website www.visioncps.com

  14. Choose whether or not to Use the Supporter's Primary Solicitor for new Pledges

Each of these information tabs is used in specific area of the program.  Fill in as much information here as you can and if you find that you need more items in your dropdown fields later, you can always come back in fill in more later.

  1. Click on the Address Types tab and fill in any additional address types you may need.  Examples: Home, business

  2. Click on the Customizable Fields tab and fill in any Custom Fields you may need.  NOTE: This will probably come later after you have familiarized yourself with the program.  It is used to create a new field if there is not a field available for something you need to report on a supporter.  We recommend you call Vision to discuss this feature.

  3. Click on the Name Types tab and fill in any additional name types you may need.  NOTE: There are used for envelopes, letters, how a name is displayed on a report, etc.

  4. Click on the Phone/Email Types tab and fill in any additional phone and email types you may need.  Examples: home, cell, fax

  5. Click on the Role Types tab and fill in any additional roles you may need.  NOTE: This is the method the Supporter Donation System uses to describe a persons' relationship with your organization. 
    EXAMPLES:
    a. Nicole Dommer is a 'Direct Supporter' if she writes you a personal check
    b. Nicole Dommer is an 'Employee of' Vision Computer Programming Services if Vision writes you a check
    c. Nicole Dommer is a 'Spouse of' Michael Dommer if Michael writes you a check
       NOTE: Nicole can be all three roles in the system

  6. Click on the Supporter Status tab and fill in any additional status names you may need.  Examples: active, inactive, lead

  7. Click on the Expense Types tab and fill in any additional expense types you may need.  Examples: advertising, catering, meals

  8. Click on the Comment Types tab and fill in any additional comment types needed.  Examples: news article, preferences, hobbies

  9. Click on the Task (Solicitation) Types tab and fill in any additional solicitation types needed.  Examples: mail, phone, email, face-to-face

  10. Click on the Miscellaneous 1 tab and fill in the default Titles, Suffixes, Methods of Payments and Partner Relationships you would like to have available.

  11. Click on the Miscellaneous 2 tab and fill in any Storage Locations you might need for auction items and choose your Calendar Time Format that will show on all screens

  12. Click on the Letters tab and fill in the default locations for your quick letters, default date format and name type for pledge solicitor.

  13. Click on Legal Notices and fill in the legal paragraph that will show on all Auction Receipts

  14. Close out of Organization Information. 

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

Contents Copyright ©2011 Vision Computer Programming Services, Inc.