Alumni and Donors
Constituent features allow authorized users to search for other constituents, review previous contributions, and make new contributions using the following features:
Constituent Search allows users to search and view contact information related to other constituents and companies.
Contribution History allows donors to view a history of their giving to the institution.
Online Giving allows the donor to securely make pledges and gifts to the institution via e-checks and credit cards and to designate how their gift/pledge is to be used.
Note
Online Payment Administration must be configured.
There are two types of setup for the Campus Portal Alumni and Donors Feature.
Alumni and Donors Configuration Checklist
Follow the checklist below in order. This checklist provides tasks arranged in a helpful sequence that allow a user to access and start working with these features.
Verify or create a J1 Desktop ID number (Name Entity and Users windows in J1 Desktop) for users who need to access features.
Verify or configure JICS BASE and JICS CNST to Y (Maintain Config Table window).
Verify or create a Campus Portal login and password for each user of Constituent features (Maintain Web Access Code window or the Dev Bio 1 tab on the Biographical Data window).
Verify or assign the users to the appropriate Campus Portal role to control their level of portal access (Role Membership window).
Grant the Campus Portal role access to the Constituent features. This grants all users assigned to the portal role access to the pages (Admin Toolbar > Access; may vary according to your Campus Portal setup).
Verify or configure name search cross-checking to be used (Internet Configuration window DJ, DE Module settings).
Verify or configure the degree history to be displayed (Internet Configuration window DJ, DE Module settings).
Verify or add the feature to the Constituent features page (Admin Toolbar > Options > Add a new feature to this page).
Grant select Campus Portal roles global access to Constituent Search (Site Manager > Global Portlet Operations page; may vary according to your Campus Portal setup).
Grant select Campus Portal roles permission to administer global settings for Constituent Search (Site Manager > Global Operations page; may vary according to your Campus Portal setup).
Verify or establish constituent search configuration options (Setup > Constituent Search Settings; may vary according to your Campus Portal setup).
Verify or add the feature to the Constituent features page (Admin Toolbar > Options > Add a new feature to this page).
Grant select Campus Portal roles global access to Contribution History (Site Manager > Global Portlet Operations page; may vary according to your Campus Portal setup).
Verify or designate the campaign funds to be available for online giving (Campaign Definition window).
Verify or designate the financial aid and scholarships to be available for online giving (Scholarships window.
Verify or designate the gift category funds to be available for online giving (Gift Categories window).
Verify or designate the memorial and honor funds to be available for online giving (Memorial/Honor Definition window).
Verify or designate the types of gift categories, scholarships, campaign and memorial/honor funds to which constituents can give or pledge to online (Types of Gifts Available Online window).
Verify or establish the cash and revenue accounts for gift categories (Gift Category Detail window > G/L Accounts tab ).
Verify or assign J1 Desktop user groups' information processing and notification privileges when gifts or pledges are submitted to J1 Desktop (Assign Processing and Notification Rights window).
Verify or configure the SMTP relay and e-mail scheduler to allow users to receive e-mail notifications. For more information, see the Notification System information in the Common Online help.
Verify or create the appropriate user groups (Group Definition window) to be assigned processing and notification privileges. Jenzabar automatically provides the Alumni/Donor Group, but your organization may want to create groups tailored to your organization.
Verify the user belongs to the appropriate user groups or assign the user to the appropriate user groups in order to be allowed to process submissions and receive submission notifications (Group Membership window ).
Ensure each user to receive e-mail notifications has an e-mail address. Verify or enter an e-mail address for the user (Name Entity or Maintain Addresses windows).
Verify or add the feature to the Constituent features page (Admin Toolbar > Options > Add a new feature to this page).
Grant select Campus Portal roles global access to Online Giving (Site Manager > Global Portlet Operations page; may vary according to your Campus Portal setup).
Determine if detailed descriptions and instructions will be displayed to the constituent (Admin Toolbar > Settings > Online Giving; may vary according to your Campus Portal setup).
Verify or establish the online payment configuration options (A/R Configuration window).
Verify or determine the transaction code to be used for recording pledges/gifts (Receipt Code Control window).
Verify or add the feature to the Constituent features page (Site Manager > Global Portlet Operations page; may vary according to your Campus Portal setup).
Grant select administrative Campus Portal roles global access to Online Giving (Site Manager > Global Portlet Operations page; may vary according to your Campus Portal setup).
Verify or allow select Campus Portal roles to administer payments (Admin Toolbar > Access; may vary according to your Campus Portal setup).
Verify or establish an account with Authorize.Net or CashNet.
Verify or establish credit card settings, payment information configurations, and payment messages (Payment Administration and Payment Administration: Portlet Specific Payment Configuration pages; may vary according to your Campus Portal setup).