The Latest Interactions section of the CRM360 screen (highlighted below) is a real-time snapshot of the five most recent interactions that the constituent had with the organization, including receipts, orders and donations, and contact tracking and activities. Please note that the records displayed are based on the creation date, not the date in which the item was last updated.
While
the Application
Designer can be used to customize the Latest Interactions grid, TMA
Resources recommends that you do NOT
customize the Latest Interactions grid to include more than five records
as this would have a serious impact on performance.
Because
the Latest Interactions grid is not constrained by a time period, this
list may contain old records. Therefore, when you click View
All from the Receipts, Orders and Donations, and Activities tab,
the records displayed in this grid may not be immediately visible on the
opening screen as the opening screen may have predefined date range filters.
Keep in mind that date range fields are controlled by the "ORDERVIEWMONTHLIMIT"
application parameter. For example, if an order from 2010 displays in
the Orders and Donations tab in the Latest Interactions section, when
you click View All, that record will not be displayed on the Order and
Donation History screen because the date range filters are between 2011
and 2012.
The following tabs of information display in the Latest Interactions section:
The Activities tab displays a list of the last five contact tracking records and activities in which this constituent is the owner of the record, the person contacted, or pertains to. The first column displays the date in which the activity was created. Activities created from Contact Tracking will display the Contact Type in the second column. Activities created by the system or from the System Activities screen in CRM360 will display the Subsystem in the second column.
Click the View Activity link to open the items in the Activity and Contact Tracking screen. Please note that system activities will open in a modified version of the Activity and Contact Tracking screen, as shown below.
The description column displays the activity text for this item only. Please note that concatenated text from all related activity items will NOT display. Click the View All link to open the Activity and Contact Tracking screen below the header in CRM360. Click Create New link to open the Contact Tracking screen for this constituent. Select the Outstanding Items Only checkbox to filter and display only the activity records that are unresolved.
This
tab includes ALL activity records where CUS "ACTIVITY"
code’s Option 1 field = "Y". The Option 1 field is labeled "‘Treat
as Contact Tracking".
The Orders and Donations
tab displays a list of the last five orders and donations in which this
constituent is the bill-to or ship-to. If more than five orders occurred
on a particular day, please click the View
All link to open
the Order
and Donation History screen below the header in CRM360 to display
all orders because orders are not sorted by the exact time of day in which
the order was placed. Click the Create
New Donation link
to open the Donation
Entry screen for this constituent. Click the Create New Order
link to open the Order
Entry screen for this constituent. Select the Open Balances Only
checkbox to filter out the receipts and orders that have been paid.
The
first column displays the date in which the order was created. The second
column indicates what type of order it is: order (including insertion
orders) or donation. Click on the hyperlinked order number to open orders
in Order
Entry, donations in Donation
Entry, or advertising orders in Insertion
Order Maintenance. The
description column displays the product description on the order, the
order status in parentheses, and the fulfill status. Additionally, for
meeting orders, the description will display the meeting start date, the
city, and the state. For membership orders, the description will display
the membership cycle begin and end dates. For fundraising donations, the
description will display the fundraising product type and amount.
To create a new donation entry,
click the Create New Donation
link to open the Donation
Entry screen for
this constituent, as shown below.
To see only open balances, check the Open Balances Only checkbox to filter out the receipts and orders that have been paid, as shown below.
To create a new order, click the Create New Order link to open
the Order Entry screen for this constituent
(the image below is what should appear on your screen).
The Receipts tab displays a list of the last five receipts in which
this constituent is the pay-to or bill-to. Click the View
All link to open the Receipt
Review search screen displaying a list of all receipts for the constituent.
Click on the hyperlinked receipt number to open the item in the Receipt
Review screen. The description of the receipt will display "Payment
Received" and then the actual currency and appropriate symbol for
the receipt (as DollEuros are shown below). Click the Create
New link to open the Receipt
Entry screen. Please note that the system will prompt you to open
a direct or deferred posting batch before proceeding to the Receipt Entry
screen.
This list does NOT include receipt transfers, receipt reversals, or refunds.
For more information on these items, please click Financial
Analysis from the Financial Data task category to open the Customer
Financial Analysis screen in a new tab.
Selection Logic:
Records are selected from Far_Txn where Txn_Type_Code is 1, 2, or 3. The amount displayed is (Far_Txn.BASE_AMOUNT times -1).
The description that displays is:
When Far_Txn.TXN_TYPE_CODE = ‘1’ and Far_Txn.BASE_AMOUNT > 0, then Type = “Receipt”, Tracking = Receipt No, Description = ‘Receipt reversed ($amount * -1) ’
When Far_Txn.TXN_TYPE_CODE = ‘2’ and Far_Txn.BASE_AMOUNT > 0, Type = ‘Refund’, Tracking = Voucher No, Descrption = Far_Txn.COMMENTS + ‘ ($amount * -1)’
When Far_Txn.TXN_TYPE_CODE = ‘2’ and Far_Txn.BASE_AMOUNT < 0, Type = Refund, Tracking = Voucher No, Description = Far_Txn.COMMENTS + ‘ ($amount * -1)’
When Far_Txn.TXN_TYPE_CODE = ‘3’ and Far_Txn.BASE_AMOUNT > 0, Type = Transfer, Tracking = Receipt No, Description = Far_Txn.COMMENTS + ‘ ($amount * -1)’
When Far_Txn.TXN_TYPE_CODE = ‘3’ and Far_Txn.BASE_AMOUNT < 0, Type = Transfer, Tracking = Receipt No, Description = Far_Txn.COMMENTS + ‘ ($amount * -1)’