Creating Universe Linked Objects

As of the 7.3.1 release, additional objects have been added to the All Order Entry, Customer, Committee, and Fundraising universes, which provide the capability to navigate to a particular record in Personify from the Data Analyzer report. Once the object has been added to a report and the report has been saved, the object will be displayed as a hyperlink in the report. Clicking the hyperlink on the report will take you to the appropriate record in Personify.

The report must be in View mode only for the hyperlinks to work.

For example, if you create a report using the Link to Ship Customer object (see table below), the link will take you to the ship-to customer’s record in Customer Central.

If an alias has been configured to open a specified screen, the linked object will open the defined screen. For example, if the XYZ Persona has been defined to open CUSExpress instead of CUSCentral, when you click the linked object, the customer will be displayed in CUSExpress.

The following objects have been added:

Class	Object
All Order Entry Universe
Frequently Used	Link to Ship Customer, Link to Bill Customer, Link to Order
General Order Info	Link to Order
Customer Info > Ship-To Customer Info	Link to Ship Customer
Customer Info > Bill Customer Info	Link to Bill Customer
Customer Universe
Frequently Used	Link to Customer
Customer Name Info	Link to Customer
Committee Universe
Committee General Info > Committee Detail	Link to Committee
Fundraising Universe
Frequently Used	Link to Donor, Link to Donation
Donation Info	Link to Donation
Donor/Prospect (Constituent Info)	Link to Constituent

A new linked objects can be created from an existing object OR a new object can be created.