Glossary - Organizations
Sub Modules
External Organization - Main
Organization Name
Organization Type
Community Name
Street Address 1
Street Address 2
Total Hours
City
State
Zip Code
County
Region
Phone Number 1
Phone Number 2
Cell Phone
Fax
Website
Organization Notes
External Organization - Membership
Membership
Associate the Members with Organization
External Organization - 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!?
External Organization - Projects
Project
External Organization - Survey
Survey
Welcome to the Survey section. Here you can send survey's via email or print off, make a personal visit and come back and manually enter responses. You can send survey to investors, existing business, partners, etc. The Dashboard page can show you the results from surveys sent through email or surveys manually filled out. To see the results you can click on the line with the survey or the arrow button on the right. When you click on the arrow you will see a list of those that have been sent the survey or, those you want to input the survey manually. At the bottom you will see Details. Click on details and it will show you the survey results. To complete manual surveys you must do the following: Create an audience. Who will you be visiting? You can always add survey visits too after the fact. Create the survey template. Create a campaign. In this section make sure you click "No" to the question "Send emails with Survey link to audience at launch of campaign" You will need to fill out the subject line and your email address. Click on the "Initiate the Campaign" green button. Now you can click on the arrow or the eye at the far right of the campaign on the Dashboard page and you will see a list of names from the audience you chose. If you are filling out a survey you completed manually you just need to click on the "link" symbol next to the name and it will open up the survey that you can manually fill out.
External Organization - 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!