Training

Here you will find training documents, policies and procedures for navigation and data maintenance in Advance Web CRM.

Navigation

For general navigation questions, please contact ia-advhelp@ucsb.edu

• Full Navigation Guide
• Navigation PowerPoint Slides
• Advance Web CRM Definitions
• Using the Page Tree
• Using Last Viewed
• Using the Clipboard
• Keyboard Shortcuts Menu

Working with Entities

For general entity questions, please contact ia-advhelp@ucsb.edu

• How to Look up an Entity Record
• How to Request a New Entity Record
• Using Entity Update Procedure
• How to Add a Spouse
• Activity Codes: Adding participants and pulling list
• Mailing Lists: Adding participants and pulling lists
• Policy on Naming Convention
• Name and Salutation Changes in Advance

Working with Gifts

For gift screen questions, please contact:

• How to Look up a Gift

Working with Prospects & Research

For prospect and research questions, please contact:

• Prospect Management Definitions and Policies
• How do I submit a contact report?
• How to update my portfolio during Program Plan
• How do I request research?
• How do I request prospect tracking or add a gift opportunity?
• How do I request an existing gift opportunity to be added?
• How do I add gift documentation and stewardship report attachments?

For Prospect Research Analysts

• Adding Philanthropic Affinities
• Adding Wealth & Assets Information
• Adding and Entity Evaluation/Capacity
• Adding Research in Entity Notes