Recent Updates

  • Updated on: Feb 03, 2023

    Roles

    Manual Security
  • Updated on: Feb 03, 2023

    Manage campaign members

  • Updated on: Feb 03, 2023

    Link an Engagement record to a Class

    Once a nomination leads to selection, make sure to link the Engagement record to the appropriate Class.

  • Updated on: Feb 03, 2023

    Create a new Nomination record

    A Nomination record is related to an Engagement linking a Contact and a Program. One Engagement, e.g. between Jamal Smith and the Finance Leaders Fellowship Program, can have multiple Nominations.

    As with Engagements, most Nomination records are created automatically through form submission. In some cases, you may wish to manually create a new nomination with information provided through other means.

  • Updated on: Feb 03, 2023

    Create a new Engagement record

    An Engagement record links a Contact to a Program record.

    Most Engagement records will be automatically created through form submissions, such as when contacts are nominated for Fellowship, the Action Forum, or apply for the Aspen Seminar.

  • Updated on: Feb 03, 2023

    Create a new Class record

    A Class record is closely related to a Program record.

    It is best created from the Program record itself.

    Always create the Class from the Program record itself so that the direct connection is already created. If you create the Class record separately, make sure you connect it to the appropriate Program record!

  • A Moderator Certification record is connected to a Contact and Program and represents a contact's moderator status for a particular program. It's best to create the Moderator Certification record from either the Contact record or the Program record.

    Please contact Dancey Glover to create a new moderator certification record!

  • Updated on: Feb 03, 2023

    Assign a Country record*

    *Countries are managed by Eana Chung.

    The country record can be linked to contacts, accounts, and ventures. This allows us to click on the country record for Jordan, for example, and see all contacts, organizations, and projects related to Jordan. A country is linked to a sub-region so that we can easily find records by country or region.

  • Updated on: Feb 03, 2023

    Assign a Sector

    Sectors are pre-defined tags.

    Each sector falls into broader sector categories.

  • Updated on: Feb 03, 2023

    Update a Program record*

    *New Programs will be added by the System Administrator.

    The Programs object is used primarily for our Fellowship programs. All information about the Henry Crown Fellowship Program, for example, will be connected to that program record, including primary staff contacts, moderators, classes, and fellowships.