Chapters: Chapters Overview
- The Chapters function allows two or more organizations to share contact records and CRM settings while maintaining separate databases/systems.
- One organization is designated as the parent or main organization/database system; the other organization(s) is designated as chapter of the main/parent organization.
- Chapter accounts are created by the parent organization.
- A parent organization can have more than one chapter.
- All contact records are shared from the chapter to the parent organization (contact records created in the parent organization’s CRM are not shared to chapter accounts. Users cannot opt to not share contact records from the chapter to the parent organization system).
- During chapter account creation, the parent organization can opt to copy or share their contact configurations (such as contact source, prefixes, default salutations, newsletter categories, etc.), fundraising configurations (such as donation sources, funds, programs, and campaigns), financial settings (accounts and account classes), membership configurations (including membership levels and pricing tiers), and their events (all events or particular events) with the sub-chapter.
- Copying information creates a static snapshot of the configurations/data at the time of chapter creation. Going forward, changes in the parent organization’s settings will not be shared to the chapter system.
- Sharing information shares the configurations between the two systems; going forward, changes made to the parent organization’s shared configurations will be shared to the chapter system. The chapter cannot edit or delete shared configurations (only the parent chapter/organization can make changes to shared configurations).
- See our Chapters: Create Sub-Chapter Account tutorial for more information on the difference between copy and share.
- Once the chapter account is created, the copy/share settings are fixed and cannot be changed (that is, once the user decides whether to copy or share data and/or settings between the parent organization and the chapter, these settings cannot be changed. If the user opts to copy the data (no real time sharing going forward), the user cannot later decided to change this setting to shared. Instead, user would have to delete the chapter account and create new).
- To see a list of chapter accounts associated with the parent organization, from the parent organization, from the Left Hand Main Menu, select Chapter List.
- For instructions on how to create a chapter account, see this tutorial:
- On the dashboard, the parent organization can see a roll up of all data from their system and the chapter(s) CRM by clicking the Consolidate Data button in the upper right hand corner.
- To see just data for the parent organization, click the See My Data button in the upper right hand corner.
- The parent organization can access the chapter’s database directly by assigning their own users to the sub-chapter. To assign users, while in the parent organization's CRM, select Chapter List from the Main Menu. Select the drop down to the right of the sub-chapter name and select Assign Users. Check the box next to name of the users in the parent organization's CRM to whom you wish to give access to the chapter account.
- After assigning users, those users can access the chapter database by opening the Support Menu (drop down next to the Main Menu) and selecting Switch Client.
- On the resulting screen, select which database you wish to log into. The user can then switch from the chapter account back to the parent account using the same steps.
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