Transcript for "eTapestry - Let's Take Account of Our Accounts": Hello, everybody. Welcome to this month's eTapestry webinar session. Happy to see everybody already saying hello to everybody else in the, in in the chat there today. That's always great to see. I appreciate that very much. Glad to see people from, all over, North America so far. East East Coast, West Coast, we've got some on, we've got Ontario, so we're kinda in the middle there. We've got Pittsburgh. We've got, Wisconsin. Plenty of folks all over tuning in to listen to the session. Oh, Texas. Yeah. So now we got a little bit in the South too. So yeah. So this month's sessions actually comes from a recommendation earlier in the year. A, one of my, long time eTapestry users that I've known since, the very early days of when I joined, eTapestry and started working in support made the suggestion to general more generally talk about accounts. And I think as we get into the agenda, I'll talk a little bit more about, like, kind of the the breadth of what this session is going to cover. But I thought that, yeah. You know, she was on to something with that idea, and, it made a lot of sense for us to really kind of talk about one of the things that is taken, for granted inside of eTapestry if we're being honest here. So before I get into what the agenda is, just a little bit more, housekeeping before, as people get kind of settled into the session today. As always, the audio is broadcast to your computer speakers. You can always refresh your browser or close the browser and reopen it, reaccess the session if you have any audio or any other technical issues. A majority of what we're going to be going through here today is actually going to be a screen share. So So sometimes that can lag a little bit. So maybe you might have to occasionally refresh your browser, to, to, you know, keep, keep everything up to date as far as what you're seeing on screen. You can always use the chat to, submit questions, and, you know, I'll be more than happy to answer as many questions as I can during the time today. Of course, next week, we have the Ask the Expert that will be, going over the same, topic with some, questions that may get into a little bit more, detail or a little bit more complexity than what will be covered today or what will be asked today. The document section, I have loaded with a bunch of, links to various help guides, knowledge base articles, and the like that, really will talk about, accounts and different things about, like adding accounts, different areas within the account, and so forth. I have also included the link to our basics of eTapestry training, which has a, an on demand training for basics of accounts. So So that's going to be something that I would also definitely recommend that you take advantage of as well. You can always use the cog wheel to adjust settings and to get a little bit more, you know, to to either expand or kind of, zoom in on the, content that's going to be shared here. As always, feedback is important. There is a survey at the end of the session. Be more than happy to, to to have you air out any grievances or, throw any flowers my way. We always appreciate that because that lets us know if these sessions are truly as helpful as we intend for them to be. Okay? Alright. So just as everybody else was introducing themselves in chat, most of you know who I am. I'm Geoff Arbuckle. I'm the eTapestry guy around here. I am in, Beech Grove, Indiana, which is a, tiny, little bird in side of Indianapolis on the South Side. If you think of Indianapolis as a, as a clock, Beech Grove is pretty much on the 06:00 part of the dial. And, avid comic book collector, I've actually undertook, undertaken a big, a big quest on my side here to, catalog every single comic book that I have. I always get the question of, oh, how many comics do you have, Geoff, since I've been collecting since I was a kid? And, I never had an answer. Well, in a few months, I will have an answer, and it's going to be a grotesque number. But, hey, if I'm gonna be known for a couple of things, I'll be the etap guy and the comic book guy. But I also have, two cats, Kirby, a little gray fella who, sometimes likes to run across. I think he's going to be asleep in the other room. And, I have, Sadie who, most of the time likes to keep to herself. She's a, dilute, calco. Very interesting pattern on her. Didi, yes. I also have quite a few movies too, although I've started to move more towards digital myself. But, yep, 600 titles that that I know plenty of folks who, start to get into the hundreds like that. And, Yeah. It it does take up a lot of room. I I my entire second bedroom of my apartment is for my comic collection. So, alright. So I think everybody is going to be now nicely settled in and ready to talk about accounts, and let's talk about that agenda. So as I mentioned, this came, as a suggestion from a long time eTapestry user mentioned something about one very specific piece of setting up an account, and said, you know, it'd really probably be a good idea for people to hear this information again because we do take accounts in, for granted. Honestly, it's the you know, after you learn how to log in to eTapestry, the very next thing you learn how to do is add an account. So we're going all the way you know, we talked about Blackbaud eTapestry 01/2001. This may be January. That's how far back we're going. Not 01/00/1100. So we're going to kind of go into yeah. I'm going to kind of give a little bit of a refresher on the very basic level of adding accounts, some things to take into consideration there. And then I'm gonna start kind of growing a little bit more and more, more and more intermediate, then maybe a little bit more, maybe a little bit more than immediate. Maybe not expert because this is a very basic feature, but that's what we're going to be doing. But we're going to start by talking about adding accounts, then we're gonna move into talking about personas. What's the difference between personas, as as far as tracking information as opposed to later when we talk about user defined fields, you know, homepage and tiles within accounts, what can be seen there, what's the use of some of that, and how you can kinda manage that to be your own. We'll talk about, relationships as well and get into, information about, you know, having accounts be related versus being in a household. We'll talk about various other things you can do in accounts, like such as editing the headers and the account settings. Okay? So I'm going to stop sharing these slides, and I'm going to start sharing my screen here. So just one moment. I'm sorry. My face just got real big there. Jump scare. Sorry about that. Let me share my screen here. We'll go to the entire screen over here. And now you should start seeing my database as if I just logged in. Now, again, you can, zoom in a little bit or you can, you know, go to full screen on your, computer layout there for, Goldcast to be able to see a little bit better. But so, let's go all the way back to the very beginning of one of the very first things that you learn how to do inside of eTapestry, and that is how to add an account. Okay. Now, of course, under accounts, you have your find account. One thing I will mention very quickly about find account before we get into add account, don't forget that you have this, advanced find option where you can, put in like, the quick find, you can either put in a name, you know, first name or last name, or you can put in, like, a street address or something like that. Advanced find, you can start to, double up and triple up some of these. So, like, you can say, well, I remember somebody's name was Geoff, but and I remember that he lives on Main Street or whatever. And I even remember that he has some, defined fields. Some defined fields can be marked and put onto the advanced find screen. You can do that just to try to zero in on the person that you have. But, of course, under quick find, that's where you will do most of your searching to see if somebody is in the database. One more quick, little, piece of information for you. You also have the ability to search by account number. If you don't know the person's name but you remember their account number, slash account number takes you directly into the person's account. Slash slash account number leaves you on the find account results, but then lists it based on that. So there are a couple of different ways that you can search beyond having the name. So sometimes people do like using account number, and account number is something that is able to be used in the search. I just wanted to kind of throw in that little bonus, tips and or tricks there. You'll also notice that whenever you open the accounts, menu, your recently viewed accounts, it will list a certain number of accounts there that you visited while you were logged in. We logged out, logged back in, that would clear itself out. But let's get back to adding an account. Now the first thing that I wanted to talk about were these roles. Most of you, 90% of the time, probably more than 90% of the time, will be adding constituents. And constituents is just eTapestry's word for any donor or potential donor. These are the people that you are communicating with. These are the people that are may someday become a supporter of yours. If you are creating a constituent, you're basically creating an account where donations can be put into it. Tribute accounts are your accounts where people are, being put in with the idea that they're either being memorialized or honored. Meaning, if, we're celebrating, or like, let's say, a family member passes away and they've suggested people make donations to your organization. You can put that person in as a tribute account, the person who passed away, and then all of the constituents who make a donation can have their donation tied to that tribute account. Tributes don't necessarily have to be for the deceased. It can also be for, oh, we're gonna celebrate Geoff's birthday, and he's asked for people to make donations to your, to your organization. And of course, your users are the people who are going to have access to your database. Very little changes from section to section in terms of what's being asked to fill to be filled in on these accounts, but user will have the section added there that will say, you know, what's the invitation email address so that they can get the access or they they can get in and sign up for their account and get access to eTapestry. Now one thing that I'm going to recommend here. So here's the asterisk, tips or tricks for this section. When you're creating an account, yes, many people at your organization will be both a user and potentially a constituent. It doesn't matter if they're a user and then you would become a, you know, you could be a user and then you become a volunteer or you become a donor. Either which way, potentially, you could be both a user and a constituent. I typically, while you can have both of those checked, I typically only recommend that you check one at a time. The reason for that is is that if you check both of these, it will still create the two accounts. It will create a constituent account and a user account, but the problem is is they become intertwined. If you start to change the name on one account, it will change the name on the other account. So, like, for example, if you put in a constituent that is a family account, we'll talk about those name formats here in just a moment, but you want the user to be the individual. So, like, let's say you have the Arbuckle family as the account, but then you want Geoff to be the user. If you change the name on the user account, it's gonna change the name on the individual's or on the constituent account as well. You don't want that to happen. What you want it to be is you would like that to be as separated as much as possible just for the event that, you know, sometimes people change the way that they interact with you. They add somebody to the account as a spouse or as a partner, whatever the case may be. And, yes, Dion, you're right. You would still want the tribute donation the donation that's going to be memorializing or honoring the person. That's still going to be added into a constituent account, but you can connect the tribute person to that constituent's donation, and that's how it will connect the Tribute account to that transaction. So, yeah. You would still be putting in the constituent's gift in their in the constituent's journal. But good question there. Alright. So let's say we're adding a constituent and the first question that we're going to be asked is, you know, what's the name format? Now if it's an individual, you know, we can put in we put in the first name and last name separately and what that ends gosh. Typing a little too fast to spell my name right. And what that's going to do is it's going to fill in by default what the account name, sort name, and some of the salutations as well. Now salutations is the origin of this session. This was the thing that my long time user suggested that maybe it would be a good idea for people to hear a little bit more about. What are these salutations? Short salutation, long salutation, and envelope salutation are used in communications. With short salutation, you could say something like, dear Geoff. In the, you know, like in a letter. Right? You can also have the envelope salutation be filled in with the full name. You can have stuff like the, especially if you include a title, it will include that into the long and envelope citations as well. These are also things that can be edited manually. Just like with the count name and sort name can be, customized to however you want that to be, you can do the same thing with the salutations. Salutations are especially important in a couple of different scenarios. One, of course, is the individual accounts you want to be able to say, hi, Geoff, in a letter, or you want to be able to say, mister Geoff Arbuckle or whatever the case may be you know, on an envelope or on the top of the letter where where it also lists my address. But when it comes to creating a business account, one of the things that you would be doing here is you would be able to put in here, you know, it's like if you have the Geoff company here. Down here in the salutations, you can say You can put in the salutations of your contact person, you know, or something like that where you can fill in that sort of information so that it can will populate appropriately and effectively on your communications. More often than not, most people use the account name as the, as the salutation information on an envelope, on a mailing or something like that. More advanced users will typically shift to the salutations because then with the salutation, you would be able to use the people that you're actually directly referring to, especially if you have a mixed list of individuals and families and businesses as well. So when you have a situation like that, those sanitations become really, really important. Now one question there Brianna had asked is, you know, is best practices not to use families or when is it best to use that? Excellent question. Because that's going to tie in later when we talk about it, relationships within an account as well. Right? You're going to know your data and your people best. But the general rule, the general the general rule of thumb that I often give folks is if a family or if a individual is always going to be invited to things or they're always going to be donating along with their partner or spouse, then in that case, why not use, the family account? So you could say the Arbuckle family or you can even put a, you know, us, you know, the individuals in there as well. You know, so you can say Geoff and Sally or, you know, or whatever. And the sort name would then be there. Right? So if we know that John and Jane are always going to donate together, they're always going to give together, they're always going to be invited to events together, A family account would be the appropriate thing to do there. One other thing to take into consideration as well, regardless of the type of name format that you use, you also have the recognition ability to be able to say, you can use the account name or you can make it, you know, something like this so that when you utilize the recognition name as opposed to account name for either public reports or you can even use the recognition names for board reports or even for communications potentially. You can set that up to be like that. Okay? So the the family is when you have people who are always acting as a single unit, but there's multiple of them. But let's say John and Jane Doe are two separate accounts with two separate relationships with your or I should say two separate relationships with your organization. Therefore, we would want them to be two separate accounts and linked together with a household relationship. John Doe may be a volunteer. Jane Doe may be an employee. You have two different relationships. You have two different reasons to be communicating to one or the other. You would separate them and they would have a household relationship as opposed to a joint family account. Now you can still always put in persona information that would have both of their names there, you know, in the salutations or whatever the case may be, but they would have two separate accounts at that stage. So it really comes down to the to the actions of the of the donors that you're working with. So, hopefully, that that helps out there, Brianna, with how we would do that. And and knowing each person's relationships, jobs, connections, is helpful. So not using families works for us. Yeah. That's fine. Yeah. I mean, some people don't use the families, and they just keep everybody individually because, you know, maybe because I know also there are other circumstances where there are reasons why, wives or husbands are invited to a specific thing as opposed to everybody or something like that. So there's, yeah, absolutely. It's just gonna come down to knowing your constituency the best. Yes. Is there a way to use so Jolene, that's a perfect example there. So let's let's make this here again a business account. We're gonna say this is the Geoff company. And down here, we can say, you know, Geoff And now if you do a business account like this, one thing you can do is you can continue to use, like, the company field down here to be the same as the account. And that way, what you're using is the company and the envelope citation on an envelope, and then you would be able to, at that point, not really use the account name anymore for your letters or for addressing your letters. So hopefully, that that would help out there. So yeah. So the name recognition that's going to come down to knowing your your constituency the best at your organization, it's also going to come down to are you entering in an individual versus a business. Because remember, if you're entering in an individual, all of a sudden now you have to try to figure out what should be the first name, what should be the last name, how that sort name ends up, you know, playing out, and how the salutation should work, all of that sort of stuff as well. Now, of course, under an individual, you can still put in that the, you know, you can still put in the company in their company field if this is somebody's business persona. So that's something else to take into consideration. You may be entering in an individual, but all you have is their business address and information. So that's something to take into consideration as well. Okay? We're gonna talk about personas here in just a moment. But so when you're adding an account, you you wanna make sure that you're filling out all of the information as best as you can, including scrolling down all the way to double check your user defined fields, making any information here that you can fill in would be very, very key for you to be able to fill in. Now, going back to the salutations here, there are ways under management, under my organization, when you go into the preferences, or I'm sorry, not preferences, it's under data entry rules, down here not only can you make additional fields required, like you have to everybody has to have an email address at least along with their name, or everybody's need everybody needs to be filling in all of the address information, whatever the case may be. Okay? One of the other things you can do is you can come down here and you can set how you want the fields to be auto generated. So, like, if it's an individual, you have first name plus middle name plus last name plus suffix. You know, the sort name then figures out you know, you can say exactly what how you want these to work out. There's some various different options here that are available to you. The short salutation here. So here, you know, somebody had asked, you know, why didn't the long salutation include the first name? You can do that right here. You can say, include the, title, first name, and last name. So the long salutation can include that as well. You can set all of these up to be however you want. Now this is the these are the default settings for each of those, salutations. The same thing works out with, like, family and business. For business and family, you might decide to, leave it blank. Or for businesses, maybe you want this you know, if you don't really know who your contact person is, you can just have it say something like friends. Or you can type in something specifically and that becomes the default at that point. Okay? So you can come in here. Again, this is under management, my organization, and then data entry rules. That's where you can make sure that all of that is filled in appropriately or that it will get filled in appropriately. Alright. So I'm going to go into my account now, and I'm going to talk about personas. Now personas, this is a this is a fun one to to really talk about because I think that some people have an idea about how they want personas to operate for them, and I think some people misunderstand how personas operate. So inside an account, so again I just went into my account which was already one that we had searched for and looked at, because I used the account number search earlier. If I click on personas, what a persona is and what eTapestry intends for you to use in terms of your personas. A persona is essentially the card in a Rolodex. For those of you that are old enough to remember, you know, scrolling through a Rolodex on a desk and say, oh, here's Geoff contact information. Here's his address. Here's his phone number. All of that. That's essentially what a persona is in digital format. This is the contact information for your constituent. It's got his name. His name's already been filled in, but it's got his citations based on his name. It's got his address. It's got his email. It's got any other information here. Like, I I've applied a sticky note there with you know, so that anybody who goes into my account, oh, you know, he has two cats. Now this was back when I still had Stanley, but I could update that to say, you know, he has two cats, Sadie and Kirby. And anytime that somebody comes in here, once this is saved and they see that note up there, they say, oh, remind me to ask how the kitties are doing or something like that if I'm gonna reach out to Geoff. But, you'll also see down here that you've got a couple of additional fields for, like, company, job title, all of that sort of stuff. What you don't want your persona to do is to be clouded up with a bunch of other fields that you would ultimately find on the user defined fields page. These are your attributes. The persona is not the appropriate place for you to say that Geoff doesn't want to receive mailings or, Geoff is a volunteer or, you know, Geoff favorite color is whatever. Right? The persona is just how you are contacting the constituent. You can have multiple purse, personas as well. So, like, here, if you have the person's business information, you would be able to put that stuff in here as well. And you can even fill out the company and job title here as well. But notice, I switched over to a different persona. And here, it did not pull over the Blackbaud information that I had saved on my on my personal persona. That's another reason why a persona is not gonna be a great place to store any kind of attributes or anything like that. When you update information and you change address or things like that, you can simply fill that in here. If there's anything that you would like for it to remember, you can always set up an additional persona type, and I'll talk about how you can do that here in just a moment. And you can move the data from one over to the or you can copy it over to another persona. You can do that here at the bottom of that persona so that then you just make the changes you need to make here. Most of the time though, there's very rarely an instance where you would really need to know what somebody's previous address is if they're no longer going to be getting mail there. So, really, you can just come in here and you can make the changes that you need to make. The one time where I can see that being effective is if you do a, if you do the address finder under management and a change of address was notified, or was picked up by the USPS, if you do it the automated feature in The United States. It will change the address, but then create a note in somebody's journal where it would then show that that person had a updated address on their account. Okay? So, oh, and real quick, I I did see somebody, mention that they were being called away. Yes. You are going to receive an a, a, recording of this in twenty four hours after the conclusion. Just like with all the other webinars, there is recordings that will be made, and that will be made available to you. Great question here. What is the use case or purpose of the in effect from dates? So, the in effect from is so, like, some people will have a, like, especially people in the North, they may have snowbirds. People who go to Florida or to, another address in the wintertime, That would be where you would be able to say, okay. Well, we're going to have a, a seasonal persona type where it has their Florida address and it's only going to be in effect, from, let's say, ten one to 03:31 or something like that. And when that's in effect, what it will do is it will say, okay, based on when this is in effect from, it will display this information or it will display the other persona. So you can have dates there where it will toggle back and forth between what will be pulled in as their primary persona in a report or in a communication. So where I would recommend, storing additional attribute notes and information. It depends on what it is that you're storing. Right? If you're wanting to store information about a communication that you had or something that you learned about somebody now here, this is just a very basic persona note. You know, so, like, if I'm just coming here to find my phone number so I can call somebody and they say, oh, hey. How's it going? And then I wanna say, oh, you know, how are the kitties doing? Or how are they, you know, how are you getting along with the with the cats? Or whatever. Then you can put that as a really basic persona note. Any other type of note that you may pick up from, oh, I saw somebody mentioned in the newspaper, or I saw somebody, you know, their their, their son has signed on to play basketball at, you know, whatever university or whatever. You can come into the journal and create a note here for that sort of information. So that could be something also that you can utilize to pick up some additional information for remembrance to oh, well, when I look at the account as a whole, that's how I wanna be able to, you know, like, I'll go into the journal, see if there's any notes of of any consequence or anything like that. You can store that into the journal as well. Yes, Jolene. So as far as the in effect from, so what that's going to do is you would have two personas that would say, okay, in effect from so like your primary will be your personal, it'll be in effect from April 1 to the September. You would have a seasonal address that would be in effect from, you know, whatever the other date is. Those dates will override what should be displayed. So, like, for example, if you have the seasonal address, you would say, okay. Seasonal addresses, I want to be pulled first into a report or into a communication. Do you have the ability to set up your various, hierarchies as far as the address is concerned? It will then say, okay. Well, this is outside the in effect from dates on the, seasonal address, so I'm gonna display the personal because that's the one that is in effect. So that's how that would ultimately end up, kind of talking to each other. There should be a, knowledge base article that talks a little bit more about the in effect from information and how that information is ultimately used as well. For whatever reason we have multiple old addresses listed, is there a way to easily delete them? Yes. So you can always come down here. You can delete the persona just under tasks. If you have multiple old addresses, you can delete that. You can also, you know, like, you can always move it to an old to another persona and then it will blank out this one and you would be able to fill in whatever you want it or need it to fill in. But delete whenever you're on a persona, whether it's the business or the joint or whatever, then delete would delete that persona's information. Essentially, what it will do is ultimately take it from being filled in to being one of, like, one of these other ones that don't have a an asterisk next to it. It means it's just blank at that point. So personas, this is gonna be one thing that as you are kind of, you know, if you're going through and you're you're just kind of really going into your accounts and trying to figure out, are my accounts clean? You You know, you can always export all the information. These are gonna be, you know, places where you wanna make sure, do I have complete address information? Do I need to get their email address? Do I have the, you know, do I have the, personas fill or the, salutations filled out on the persona appropriately? That is what you would want to, really basically go in and and do a little bit of double checking, making sure all of this is consistent across the board. Because once you have those salutations and everything like that as consistent as possible, that opens up a new range of how you can address people in communications, how you can put things onto envelopes, and so forth as well. Now one of the other things, and this is, I think, a good time to go ahead and before we talk about the home page tiles, let's talk about relationships because I do see a question that has come up as far as, like, how to deal with relationships and so forth. So when you are you know, when you have two people in the account, you can or when you have two people who are married, let's say, and you want to make sure that they are related and you wanna make sure that you're able to see that information. So, like, here, you can come in, you can select your, relationship type. All of this is managed under database configuration in management. You can always add additional relationship types. It's really pretty easy. You just click on that. You click add relationship type and you fill in the two different sides. And you can then say, okay. Geoff is the spouse. Let's see. Let's see if we have Well, we'll just pretend Bob is short for, Bobby with an I. Okay. So we have Geoff and we have Bobby. They're going to be spouses now. And what you can do here is if you want to put them into a household relationship, one of them needs to be marked as a primary, the other is marked as a member. Household relationships does two things. One, it allows for you to group them by a household. It allows for you to send only one communication per that household, and it also allows for you to combine all of their donations into a single household amount using various things like summary fields and so forth. If you if, like, let's say Bob and Geoff are just, siblings, then you wouldn't put you would likely not put them into a household. The main reason for that is is that each account is only allowed to be in one household. So, like, you can say Geoff is the primary member of the Arbuckle family, and you have Jane, and you have Sally, and you have Johnny, and they are all members of the Arbuckle family under Geoff name. But then I wouldn't be able to come in here and say, okay. Well, you know, Bob is now going to be the primary between these two siblings. That that wouldn't allow you because Geoff is already in another household. If you do a household relationship, then one thing I would recommend doing is on whoever you mark as the primary. So in this case, let's say we save this and I become a we'll go back here to the spouses here. Let's say we save this and we go back to my personas page. If I go into relationships, you'll now be able to see, oh, okay. Bob and Geoff Bobby and Geoff are now, you know, spouses. And it will also provide you with this little icon over here to indicate that this is a household. And when you hover over it, it will say who the primary is and who the member is. The other thing that you would want to do is you would wanna come in here to the personas and you would want to include or add a, you would wanna put in here salutations that match that now joint persona that would encompass both people's information or something like that. Right? And then you would fill out all of this information. Whenever you do communications, whenever you do reports, again, you would have the ability to say, I want to make sure that all joint personas are captured so that they are then, you know, not only am I grouping by a household, but I'm also putting the joint persona first so that it will display that information. We'll talk probably a little bit more information, or we'll talk a little bit more about that side of the informational, piece of how to deal with relationships probably next week. Can you pull donation data as a group for other relationships, not just how no. It would have to be a household, Michelle. So Wilma, yes. It you can make you can make the joint persona the primary. You could do that or you can change the hierarchy. Like I said, when you are launching a communication or when you're launching a report, you do have the ability to go in and say, pull all joint personas or all business personas first. And then for anybody who doesn't have that, it would just pull whatever their primary is. So you could potentially make it a primary or you can just have it as an additional, persona in the in the database as well. Now, when you are, when you have a situation where maybe you have, spouses and one of them ultimately ends up passing away, I'll talk a little bit more about how that merge happens here in just a moment, because that's all done under the account settings. So just to to we'll we'll put a pin in that here in just a moment because that can also help with, like, you know, how you might, end up, like, breaking apart a relationship as well. You have these options to move transactions and other information over into the original head of household if they were marked as that as well. But we're just going to delete this relationship for now. So relationships are also a key thing so that you're able to just simply see who you know, what accounts are related to others. Sometimes they're gonna be in a household. Sometimes they're just related. The Arbuckle family may be, you know, Geoff and Sally, and then you have little Jane and little John as the, you know, as a family unit, but then you may also have Blackbaud as a company where Geoff is related to Blackbaud as an employee. So it's just important information to be able to see within the accounts as well. Now something else I wanted to, also talk about is the define fields. So define fields are the key area where you're going to select various different attributes. These are things that describe the account as a whole, your relationship with the account as a whole. These are things that are not these are the things I said would not be appropriate to place on personas. Because personas is how do you send mail to them? You send it to this address. How do you call this person? You call them at this phone number. The only attribute that would be appropriate to place into persona is maybe a do not call after sort of, thing. Like, you know, if it's the work persona, don't call after 4PM. That make that makes sense. Sometimes people leave early. Sometimes people are only in the office until five anyway. At home, you know, it might be a good idea to say don't call on weekends or don't call after 6PM or after 7PM or something like that. That would make sense to be on the persona because each persona may have a different setting based on, you know, is it personal or business. But the mailing status of do not mail would not be it would be more appropriate to be saved under defined fields as the mailing says. Because if somebody says they don't wanna receive mail for whatever reason, it doesn't matter which persona they don't wanna receive it at. It matters that they don't wanna receive it. So it's describing the account as a whole. So, you know, I'm an individual. I'm a volunteer. I'm also a staff member. I'm a former board member. You know, my gender is male. My mailing status do not mail. All of that stuff is describing me as an entity, not describing how you're contacting me per se. You know, it's not describing that you're calling me at this phone number or that you're mailing to me at this email address or at this personal address. So that's why we want to make sure that there's a differentiation there. Because if you mark my define fields page as individual, you'll always be able to pull that Geoff is an individual. But if you mark my personal persona as individual, it will not mark my business persona, my joint persona, or any of that without you physically going in and making those multiple selections on those different personas. So it's really, really important that, you know, if something is describing the account or describing the person, that's always going to be true regardless if you're sending something to his business address or you're sending something to his home address. It goes on the define fields page, not on the persona. Now another key page to have, oh, yes. So the the persona opt out settings is only for email. That is something that the email address all, all it like, whenever you send a mass email, it will double check to make sure that the personas that you're sending to are opted in based on the persona opt out settings. So right here, I'm not opted out. You could send a mass email to this email address listed. And if we do emails, does it only go to the first one listed? Typically, yes. The reason for that is is that, while you can have multiple email addresses in there, if you do an advanced mass email, it only wants to send one email to one person. So whatever your preferred one will be will be the first one listed in the email field. Can we add the persona opt out as a field and a DIY sound no. You wouldn't be able to do that. But what you could do is you could put in the mailing status and you could use them in conjunction with one another. You can also manually change the, persona opt out on the personas as well. Yes. Why do personas I mark as do not mail end up printing? Because, the one, if it's a persona that has that user defined field on there and you're actually querying on this defined field, it's not paying attention to the that's the other thing. If you have defined fields marked in extra places, if you query on only one of the places, it's not paying attention to any of the other places where that's marked. That's where consistency is really, really key. You only want the, you only want the defined fields to be placed in one screen. Because if they're if they're marked in a bunch of different other screens and people only query on one of the bunch of different screens that the defined field can be placed on, then there's gonna be a whole lot missing. So when you are marking personas, you have to query on that specific persona that complicates your queries considerably. So that's probably where you're going to wanna do a little bit of cleanup as far as understanding where your defined fields are marked, where the ones like the do not mail, it needs to be marked here so that it can be easier to clear query so that it can be subtracted out of whatever, master list that you're working from more effectively. Also, marking it do not mail doesn't do anything unless you query on the people that should be receiving it. In other words, not marked as do not mail. So there is still a query element that would go into that as well. Alright. So on the home page, this is where you're going to find some additional information and in summary. So like whenever you click on somebody's account, it will take you in to a, it will take you into this page here where you can just kind of see some summary information from the various different fields where you can fill in information. So, like, it also gives you some giving summary fields, as well. So you can kinda get an idea of how somebody has, donated or pledged over the years. It will also show you the different defined fields that you have marked. It will also show you the most recent, journal entries. So this is the home page can be very, very handy for you to get some summarized information. Now you can also select how you want that to be laid out and what additional fields you might want to display as well. You can also click and drag this information into various different, orders and, you know, how it will display the information will then be based on the the space that it has, in other words. So you do have the ability to, customize this for your users specifically. Now all of this customization whether it's the different tiles or the layout or clicking and dragging the various tiles in different order, that will only be affected on your personal account. So keep that in mind as well. The edit header section within the account also allows for you to add additional information to, whenever you see, you know, like, the person's name across the top of the screen. I've added things like the company and the mailing status so that that can also be, displayed. Let me also add in just so you can see this here. Actually, let's go back. Let's go back to to the personas here. So you see here, you've got my email address and my street address here. By default, every account will display this. So you got my name, you've got this information. You can add additional information into this like I have here. So you already see that I have mailing status and company. Let me go ahead and add in another defined field of my, favorite color. You'll see that it's now going to show on row two. If I click save, now you'll see here that it will have blue listed as my favorite color. So that's just something that you can do. You can add some additional information so that it always follows you around as you kind of travel around the different pages. If there's any, like, attributes or anything that you really want to be able to display and always have available and visible up there, you can do that. Just it's kind of a more official version of this little sticky note that also appears at the top of the page. Does there have to be a required field in the base category? No. I just do that just so that I make sure that as I am filling in accounts that I'm marking them either as an individual business an organization or whatever. Now if I ever need to make changes to the account, like the account name for example, Account settings is where all of this is done. I can change the name format, I can change the title, I can change the first name, the last name, the account name. I can also change this the recognition. So I can say this will always be whenever I do a recognition report or I use the recognition fields, it will always show as anonymous or I can show it as whatever. It will also show you different roles that are tied to this account. Like I said, normally you only want there to be one role. Sometimes people will add a constituent and a user at the same time. Yes, so any changes to the header will only apply to yourself as well. So various users could have different information that they may wanna see on the header as well. Thanks, Eleanor, for reminding me that. I meant to say that before clicking off of that. But, so here, I can also merge this role. So, like, let's say, let's say, Jane and Joe are both, married and Joe passes away. You've dissolved the the, relationship between the two accounts. There's no long you know, they're no longer listed as husband and wife in the two different accounts. You can merge the two accounts into one another. So you would basically just say, merge these two people into each other. You can switch which is the duplicate and which is the, target account. You can also merge any kind of duplicates into this situation. But you can say, okay. I want to move all of the information from the deceased partner into the survivor's account so that I still have all of that historical data. I can put in a note that, you know, Joe passed away or whatever. You can do all of that by doing the merge account there. And then basically on the screen it will say, okay, what do you want to merge? Basically merge means it will fill in any empty fields. Replace will, overwrite anything that was in the field previous or that was in the target accounts, like, you know, fields, and then ignore does nothing. By default, journal entries always will move. It's this personas and user defined fields that you would take into consideration. You can also delete accounts here as well. So you can click delete role to delete the account. Now when you click delete role, it will say, you know, are you sure that you wanna delete these journal entries as well? You can say yes or no. And then if you say delete, it deletes the account from the system. You can also check for possible duplicates here on this, page as well. So I can come in here and I can say check for possible duplicates, and it will display any possible duplicates in there. At that point, I can say yes merge these two accounts or these are not duplicates depending on what the purpose might be in there. To find a duplicate, the system uses three fields. Name, street address, email address. If any two of those match, it will consider it a possible duplicate. Now in addition to that, there's also the eTapestry standard report. For the duplicate report, you can use a query to basically find any possible duplicates. That's something else that I would recommend running at least quarterly, if not monthly. So that's something else to take into consideration with your accounts as well. So yeah. So that is accounting or accounting. That's taking into account your accounts and and kind of how you would build these accounts inside your system. What each of these, sections will mean, how making adjustments to the personas or to the salutations might work, and how they can be utilized that way. Having additional personas would also be something that you can, have you know, one account can have as however many personas that you wanna fill in under system defined fields and management. So you can always come here and add additional persona types if you would like. And then, yeah. So, you know, just wanted to talk a little bit more about accounts because there is more to keeping these accounts than just entering in the name and the address information and checking off a couple of different fields. So hopefully this was, you know, hopefully this will be handy for you. Any business rules, examples well, Wilma, I'm not entirely sure what the not entirely sure which rules you would be looking for, but, like, as far as, like, it would just really kinda come down to, again, understanding your constituents and how you want to record that information. So hopefully, that, you know, that that will get you at least something to kinda take into consideration, Wilma, as you're kinda considering your business rules that you would like to to put into effect. Two organizations might actually do 90% of the same stuff, but when it comes to how we wanna record them as couples or how we wanna record them as families or how we wanna record, account information, that might be something that would change how they are handling that information as well. So let me go back here. For those of you who still have a few minutes, just a few last few slides here before we wrap things up. We do have b b con coming up here in October. There is a free digital version where you can, check out some of the information. You can always go to bbconference.com if you're interested in anything like that, and, you know, learning a little bit more about maybe some fundraising ideas or maybe some of the other, products that Blackbaud offers, you can always go over to bbconference.com and take a look at what we're offering there both on-site and digitally, if you are interested in bbcon. As always, we have, these various resources that are available to you. You know, Blackbaud U, like I said, I listed in the, docs section all, or, like, the, basics training course. Definitely take a look at the basics of accounts. That would be something good for you to take a look at. I suspect next week when we get into the ask the expert, I will probably be talking a little bit more about some of those other things I mentioned about, like, how in a report or in a, in a communication, how can we, make it so that the joint personas show up first and then everybody else afterwards? You know, that kind of hierarchy stuff that I've already talked about in brief with the personas, how you could play out with that. But, that could also be covered in some of those other basics, courses as well. Of course, you always have customer support and knowledge base to get some, troubleshooting or how to steps. And then the community, I definitely urge people to take advantage of because that's a great place for you to, network with other eTapestry users. Find out some of the things that they are doing and, be able to, do a little bit more, with your system as well. Thank you so much for everybody who attended. Thank you for the, questions that were asked. Sorry if I didn't get to your, question, but, next week we will have the Ask the Experts. So I will probably be getting into some more detailed information about how some of this information can be pulled out, like I said, in reports and communications and so forth. And, I hope you have a great rest of your day. I hope you have a great rest of your week, and, I hope you have a great weekend ahead. Thank you so much, everybody, and I hope, to talk to you all next week.