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Fields

    Partner – Name of potential partner. This field is required.

    Stage – These are suggested categories of relationships. Define them however works best for you.

    * * 0 – Current Partner

    * * 1 – Highly Likely Partner

    * * 2 – Likely Partner

    * * 3 – Possible Partner

    Next Touch – What you will do next to develop the partnership. Note a touch can be anyway in which you build the relationship.

    Next by whom – Who is responsible for the next touch? This can be more than one person (separate names by “/” or comma).

    Next by when – Deadline for next action

    Last touches – Record of last contacts

    Notes – Anything of importance to remember


    Filters – Filter boxes are below the table and under their corresponding fields. Simply enter the text to filter for specific criteria.

    Sorting – Clicking on a field header (if the field contains a header will sort ascending. Clicking a second time will sort descending.

    Searching – Enter text in the search box at the top of the table to search across all fields.


    To edit click a row & choose from the pop-up editor or double click a cell and edit text in the table.
    The management report reflects the VISIBLE columns on your screen.

    * Example 1 – A report for all of the actions assigned to “John” – filter for John in the Next by Whom column, sort by Next by When column, click show ALL entries, download report

    * Example 2 – A report of ALL actions assigned to anyone – sort by Next by When, click show ALL entries, download report

Background information on partners:Report with ID 5 does not exist
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Fields

    Partner – Name of potential partner. This field is required.

    Stage – These are suggested categories of relationships. Define them however works best for you.

    * * 0 – Current Partner

    * * 1 – Highly Likely Partner

    * * 2 – Likely Partner

    * * 3 – Possible Partner

    Partner Focus – What interests your partner? The organization’s overall mission or objectives.

    Program Match – What is the common space or matching work between you and your partner?

    Geographic Focus – Where in the world do you have the potential to work together?

    Country – Include a country of HQ if relevant.

    Partner Website – Important source for more information.


    Filters – Filter boxes are below the table and under their corresponding fields. Simply enter the text to filter for specific criteria.

    Sorting – Clicking on a field header (if the field contains a header will sort ascending. Clicking a second time will sort descending.

    Searching – Enter text in the search box at the top of the table to search across all fields.


    To edit click a row & choose from the pop-up editor or double click a cell and edit text in the table.
    The partner background report report reflects the VISIBLE columns on your screen.
    Contact information on partners:
    Help

    Fields

      Partner – Name of potential partner. This field is required.

      Stage – These are suggested categories of relationships. Define them however works best for you.

      * * 0 – Current Partner

      * * 1 – Highly Likely Partner

      * * 2 – Likely Partner

      * * 3 – Possible Partner

      Contact Person – Who is your primary contact? Note contact fields are not meant to supplant a good contact database. They are here to facilitate relationship management.

      Contact Email – What is his or her email?

      Contact Information – Address, fax, skype anything else that can help you.


      Filters – Filter boxes are below the table and under their corresponding fields. Simply enter the text to filter for specific criteria.

      Sorting – Clicking on a field header (if the field contains a header will sort ascending. Clicking a second time will sort descending.

      Searching – Enter text in the search box at the top of the table to search across all fields.


      To edit click a row & choose from the pop-up editor or double click a cell and edit text in the table.
      The partner contact report reflects the VISIBLE columns on your screen.


    Giving information on partners:
    Help

    Fields

      Not all partners are donors or potential donors. When they are, however, these fields can help to track their basic giving interests.
      Partner – Name of potential partner. This field is required.

      Stage – These are suggested categories of relationships. Define them however works best for you.

      * * 0 – Current Partner

      * * 1 – Highly Likely Partner

      * * 2 – Likely Partner

      * * 3 – Possible Partner

      Average Giving Size – This information is often available in directories or tax information.

      Accept Applications – Is unsolicited communication accepted?

      Next by when – Deadline for next action

      Next Report Date – If a donor to your organization, when do they need a report?

      Last Gift Amount – If a donor to your organization, what was the size of the gift/grant?

      Next Deadline -When is the formal deadline for a letter of interest or a proposal?



      Filters – Filter boxes are below the table and under their corresponding fields. Simply enter the text to filter for specific criteria.

      Sorting – Clicking on a field header (if the field contains a header will sort ascending. Clicking a second time will sort descending.

      Searching – Enter text in the search box at the top of the table to search across all fields.


      To edit click a row & choose from the pop-up editor or double click a cell and edit text in the table.
      The giving report reflects the VISIBLE columns on your screen.


    The full view (scroll right to view full table)