Glossary - Communities
Sub Modules
Communities - Main
Contact
Contact
Cell Phone
Address 1
Address 2
City, State & Zip Code
Membership Tier
Membership Tier
Member Type
Member/Staff Responsible To Recruit
Committees
Total Pledge
Annual Investment
Pledge Paid to Date
Pledge Remaining
Overage
Payment Plan
Dues
Unique Payment Plan
Payment Plan Notes
Date Asked
Follow Up Date
Join Date
Renewal Date
Declined To Join
Reason
Year of decline
Communities - Contacts
Contact
Here you can maintain detailed records of everybody your organization interacts with. Import your existing contacts through Excel. Contacts can then be associated with a Project, Company, Organization, Community, and Engagement. Then if you need to edit or delete the contact it will make the change everywhere the contact is associated with. Cool huh!?
Communities - Projects
Project
Here you can maintain detailed records of everybody your organization interacts with. Import your existing contacts through Excel. Contacts can then be associated with a Project, Company, Organization, Community, and Engagement. Then if you need to edit or delete the contact it will make the change everywhere the contact is associated with. Cool huh!?
Communities - Organizations
Organizations
What is an organization? Why aren't they just in the Company section!? Mind reader, right!? We know what you do every day (no no we aren't watching you!). We understand what you do every day and know that you interact differently with an organization compared to a Company. Organizations are typically your partners in crime in economic development. They will most likely work with you on a Project or Engagement.
Communities - Activities
Activities
Activities let you keep track of scattered meetings and encounters members of your organization have with prospects and clients. The full team transparency of our system makes it easy to see notes about a lunch another team member had with a client. Activities allow you to track happenings before they're part of a specific project, and you can also easily assign any activity to a project later on. An Activity is where you most likely spend a great deal of your time in the Tracker. If you keep track of all of your daily activities here you will save a lot of time at the end of the month when you have to report all those activities!
Communities - Emails
Emails
We do our best to auto-associate emails to Contacts, Projects, Companies, Engagements, Activities, Communities. but when are are unsure we leave them unassigned and allow you to make the association from this main Mailbox page. You can change associations at anytime. How does this work? Here is an example: You have a project called Project Timber. In whatever email system you are using you create a contact called "Project Timber". Copy and paste the unique email address provided by the Tracker and put it in this newly created contact. You will then BCC "Project Timber" whenever you send an email related to Project Timber and it will show up in the Tracker a few minutes later. It does not happen instantaneously! It has a few miles of wires to run through!