Glossary & Terms

Non-Fixed

ACTIVITY - Activities are certain system events that pertain to a constituent and are tracked in Personify.  These are also sometimes referred to as "system activities", to distinguish them from manually generated contact tracking records.  Both types of records may record communications with a constituent, such as emails sent.

ADDRESS STATUS - The status of the address related to the customer.  For example, Good or Bad.

ADDRESS TYPE - The fields that are used to define the type of address related to the customer.  For example, Home, Work, or Blank.

ALIAS - A type of alias for the constituent.  For example, Acronym, Maiden Name, or Also Known As.  This field can be updated for a constituent in CRM360 from the Name Details task in the Background Information task category.

COMMUNICATION LOCATION - The location associated with various pieces contact information.  For example, Home or Work.  Please note that while mobile devices are not tethered to a physical location, the codes set up in base indicate (more or less) personal contact information vs. business information, and allow for other client-defined designations.

COMMENT TYPE - Allows the organization to categorize what a comment is related to when a user adds Note on a customer.  This field displays on the Miscellaneous Comments screen in CRM360.

CREDENTIALS - The field identifies the credentials related to the customer’s name.  For example, MD or CPA.

CUSTOMER CLASS - The classification of the customer.

CUSTOMER DOCUMENTS - The type of customer-related document uploaded to the system.  For example, Resume or Committee Minutes.

CUSTOMER STATUS - The status of the customer.  For example, Active or Inactive.

DEMOGRAPHIC - This field is the type of demographic related to the customer.

NAME PREFIX - The prefix of the customer’s name.  For example, Mrs. or Mr.

NAME SUFFIX - The suffix of the customer’s name.  For example, Jr. or Sr.

OPT IN INTEREST AREA - The types of interest areas the customer can subscribe or opt-in to.

OPT OUT REASON - The reason the customer decided to opt-out of an interest area.  For example, Duplicate or No Interest.

PHONE TYPE - This is used when defining emergency contacts for a constituent to identity the type of phone when a phone number is entered on the Emergency Contacts

·         Cell

·         Home

·         Work

PROGRAM DEGREE - The type of program or degree the customer will complete or has completed.  For example, Bachelor of Arts or Doctor of Medicine.

PROGRAM TYPE - This further defines the program or degree.  For example, Undergraduate or Continuing Education Credit.

SPECIAL NEEDS - The type of special need the customer has.  For example, ADA or Allergies.

CALL TOPIC - The topic of the contact record.  To set the Topic field values, enter the appropriate codes for the type.

CALL TYPE - The type of contact that was sent or received.  For example, Phone Inbound or Email Outbound.