Displays the most used information for an organization account.
1. Account information
2. Organization snapshot
3. Supportive objectives
4. Primary contact
5. Contact details
6. Timeline
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Account information
Contains all the main information related to the organization, such as organization name, website, and membership. Account Number is a read-only field generated by PowerWorker Engage.
Organization snapshot
The organization snapshot has dynamically updated tiles that list actionable and historical information about your nonprofit's engagement with the organization, grouped into opportunities: gifts, solicitations, and grants.
Opportunities display by creation date, in reverse chronological order. If there aren't any opportunities listed, the organization hasn't yet been associated with one.
Unless the payment schedule is canceled, a summary tile for an opportunity display above the opportunity details.
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Field | Description |
In Solicitation | The workflow stage of the opportunity. The name of each stage in the opportunity workflow is based on the organization’s preferences. |
Days in Solicitation | The number of days the opportunity has been in this stage. |
Potential Amount | The amount or ask associated with the opportunity. |
All listed opportunities display a tile that contains the following details:
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Field | Description |
RECURRING GIFT | Displays the most recently created payment schedule. Next is the next date the payment schedule will attempt to charge the payment method on file. Last is the date of the last attempt of the payment schedule to charge the payment method on file. The recurring amount appears below these dates. If the payment schedule is canceled, this tile displays that status. Updates in real time. |
LAST GIFT AMOUNT | Displays the most recently completed transaction, including the date and amount. Updates in real time. |
LIFETIME GIVING | Displays the date of the most recent donation, and a five-year total of all completed transactions, the balance owing on donor commitments, and completed event registration packages directly received from the contact. Excludes soft credits. |
INFLUENCED | Displays a count of soft credits and their cumulative value associated with the contact. Updates in real time. |
LAST GIVING CHANNEL | Displays the channel most recently used by this contact for a transaction. Updates in real time. |
MEMBERSHIP | Displays information from the contact's primary membership, and the end date if applicable. Updates in real time. |
Supportive objectives
The SUPPORTING OBJECTIVES area lists reasons why the organization account continues to support your organization, projects, or campaigns.
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To add one, select New Preference.
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Primary contact
The PRIMARY CONTACT area shows the main contact person for the organization, using a lookup field for the contact record. When you add the contact, their email and business phone automatically update from their contact record.
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Contact details
The CONTACT DETAILS area contains other contact information for the organization, such as email addresses and phone numbers.
Timeline
The TIMELINE area provides a history of activities for the organization and changes to the organization account record, such as completed tasks and address updates.