Overview of nonProfitForSales

CDM Solution for the 'NONPROFITFORSALES' CDS Solution

Entities

Name	Description
Campaign	Container for campaign activities and responses, sales literature, products, and lists to create, plan, execute, and track the results of a specific marketing campaign through its life.
CreditPlan	Credit Plans control who will be credited with hard or soft credits after a payment clears.
DesignationPlan	A line item attached to a Pledge, Payment Schedule, or Campaign indicating how associated payments should be designated.
DonorCommitment	Donor commitments represent the actual or prospective agreement between a donor and an organization for the donor to make a gift to the organization.
Lead	Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.
OfacMatch	OFAC Match is a placeholder entity for tracking Office of Foreign Assets Control (OFAC) Specially Designated Naturals (SDN) searches and results.
Opportunity	An opportunity represents prospective, pending and closed "deals" or gifts. This entity allows nonprofit organizations to track their efforts to build relationships with prospective donors.
PlannedGiving	A planned gift is a gift made during a donor's lifetime or at the time of their death that involves their estate and/or tax planning.
Preference	Preference represents an abundance of constituent or organization information that doesn't live cleanly on an account or contact record, or that can be associated with both an Account and a Contact.
Recommendation	This is the mechanism through which Foundations provide recommendations back to a grant applicant.
Report	Reports represent information submitted by an awardee to the awarding entity (i.e., a Foundation) or information submitted by an authorized awarding entity individual/entity about an awardee.
Request	Requests represent a request from an individual or institution for funding or support. A request is more formal than an inquiry (LOI) and typically happens after an inquiry has already occurred.
Review	The assessment of a Request made by an internal staff member (or team) or an external third party individual or entity (i.e. Consultant) and all of the relevant information that needs to be tracked.
Transaction	Transactions (also referred to as donations) represent payments from a constituent (i.e. donor, contact, account or organization) to the nonprofit.