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Staff Portal

ACE

CONTACT
1525 University Avenue
Knoxville, TN 37921
Main Telephone Line
(865) 974-2115
[email protected]

ANDI HELP
(865) 974-4153
[email protected]

ACE

Glossary

ACCOUNT — Record for an organization or a household in Ascend (replaces prospect record).

ACTION CENTER — Notification tool that displays a list of actions for a Primary Relationship Manager to take with their assigned accounts and households.

AFFILIATION — Connections between Constituents and Organizations which help give an overall picture of person-to-organization associations in ACE and can impact gift processing or be utilized during prospecting to better understand interests and relations. The following Constituent Roles represent the various Affiliations in ACE:
1. Corporate Board Member                                            11. Post-Doctoral Fellow
2. Deceased Constituent                                                  12. Proprietor
3. Donor Advisor                                                                 13. Retiree
4. Employee                                                                         14. Trustee
5. Executor                                                                            15. Medical Fellow
6. Foundation Board Member                                        16. Medical Intern
7. Franchisee                                                                        17. Medical Resident
8. Intern                                                                                 18. Veterinary Intern
9. Organizational Contact                                                19. Veterinary Resident
10. Owner

ASCEND — An application created by UC Innovation that leverages SalesForce for higher education advancement and constituent engagement.

CASES — Requests for updates or assistance submitted in Ascend. Cases are assigned to and worked by other users to help fulfill the request. Case types can include Support Request, Report Assistance, Update Request, and Prospect Research Request.

CAMPAIGN — Allows users to create a static list of constituents that have received a touchpoint (an appeal, a newsletter, and stewardship piece, etc.)

CHATTER — Tool that allows users to collaborate and communicate directly or in a group with other users in Ascend.

COMPACT VIEW — The Compact View is a standard feature of the Salesforce interface that allows the user to get a quick snapshot of a constituent, household, or organization by hovering over a name. Each Compact View displays six pieces of key information.

CONFIRMED — Contact information in ACE is “confirmed” when we have determined it belongs to the constituent or organization it’s attached to. For example, if a development officer calls a prospect’s phone number and the prospect answers, the DO should mark that number as confirmed.

CONSTITUENT — Record for a person in Ascend (replaces entity record).

CONSTITUENT TYPE HIERARCHY — The recognized Constituent Types in ACE, ranked in order of prominence. These types (in order) are: 
1. Alumni
2. Resident/Intern
3. Faculty/Staff
4. Retired Faculty/Staff
5. Student
6. Parent
7. Grateful Client
8. Former Faculty/Staff
9. Former Student
10. Former Parent
11. Friend
12. Relationship or Affiliation Only

CONTACT REPORT — Report detailing any significant interaction with the constituent.

CUSTOM APPS — Group together a series of the most commonly used objects and provide for a customizable home screen that can include dashboards, reports, lists, tasks, or other standard or custom components. This helps users focus on specific functional areas without being distracted by data unrelated to their job function.

DESIGNATION — The department/unit/fund where a specific payment/pledge/gift will go (replaces allocation).

DESIGNATION BENEFICIARY — Recipient of the endowed funds – scholarship, professorship, chairmanship etc.

DESIGNATION STEWARDEE — A Constituent who has funded a designation to provide financial support for a designation beneficiary.

FUNDING INTEREST — Used to identify specific funding priorities for Accounts in Ascend.

GIVING DETAIL — Tracks specific transactions and pledges made by the constituent or account. Final state of a constituent or account’s gifts, pledges, and pledge payments.

GIVING SOCIETY — Memberships to school, college, and university wide associations using rule sets to determine the level of membership.

HOUSEHOLD — Object used to track development activities such as contact reports, opportunities, strategies, etc. in Ascend (replaces prospect record).

INTEREST — Things a constituent is interested in. This can include sports, clubs, centers, etc.

INVOLVEMENT — Activities, committees, volunteer activities the constituent or organization is involved with (replaces engagement factors).

LIGHTNING PAGES — Custom layouts that allow for pages to be customized to user specifications. Lightning pages can be thought of as page layouts with the ability to add lightning components, which allow much more flexibility.

LIST VIEW — Allows you to set filters to view records on an object tab (constituents, opportunities, etc.). List views can be customized and modified.

MATCHING GIFT ORGANIZATION — ACE Organizations (usually corporations or foundations) that will match gifts made by their employees to the University of Tennessee System. (Double-the-Donation is the company UTFI will be using to help identify ACE Organizations that have a matching program.)

MEMBERSHIP BENEFIT — Benefits for giving societies, such as members-only invitation to events, wall recognition, campus parking, etc.

MEMBERSHIP LEVEL — Various levels defined for a giving society.

OBJECT — Data categories in Ascend (replaces database tables).

OPPORTUNITY — Object used to record proposals and gifts (replaces proposal).

ORGANIZATION — A prospect and/or an employer of our Constituents which can be further classified as a branch, division or subsidiary of a parent organization.

ORGANIZATION HIERARCHY — The structure for connecting related branches, divisions and subsidiaries to the ultimate parent organization, helping streamline Prospect Management and assignments.

PAGE LAYOUTS — Allow different users to see different information on the same record and allow users to see different information on different types of records (via field level security). This ensures that users only see what they are supposed to see, without additional access or extraneous information.

PARENT ORGANIZATION — The organization at the top of a hierarchy of other organizations classified as branches, divisions or subsidiaries and has a Primary Relationship Manager assigned for Prospect Management.

POST CODE — Majors, minor or specialties tied to a degree in Ascend.

PRIMARY CONSTITUENT — Constituent member of a Household who ranks highest on the ACE Constituent Type Hierarchy.

RELATED LISTS — How relationships between records. They allow users to view records that are linked to the current record being viewed all on the same page. Related lists can be customized to include desired fields and the order for which they appear.

RELATIONSHIP — Connections between a constituent and another constituent that can affect gift processing. Ex: Child/Parent, Husband/Wife, Organization/Employee, Organization/Funder.

RELATED CONSTITUENT ROLES — Person-to-person relationship types that can be assigned to a Constituent through the “Relationship” object in ACE. Applicable roles include: 
1. Acquaintance                       21. Legal Guardian
2. Assistant                                22. Manager
3. Attorney                                 23. Mother/Father-in-law
4. Attorney Client                     24. Neighbor
5. Aunt/Uncle                            25. Niece/Nephew
6. Business Partner                 26. Other Relative
7. Child                                        27. Parent
8. Cousin                                     28. Partner
9. Deceased Spouse                29. Philanthropy Advisor
10. Ex-Partner                            30. Philanthropy Client
11. Ex-Spouse                              31. Sibling
12. Former Assistant                32. Sister/Brother-in-Law
13. Former Manager                 33. Son/Daughter-in-Law
14. Friend                                    34. Spouse
15. Grand Child                          35. Step Brother/Sister
16. Grand Parent                       36. Stepchild
17. Great Aunt/Uncle                37. Stepmother/Father
18. Great Grand Child              38. Ward
19. Great Grand Parent           39. Widow
20. Great Niece/Nephew

RELATIONSHIP MANAGER (PRIMARY or SECONDARY) — Individual assigned to cultivate and solicit a constituent or account. There is a single active PRM per household.

ROAD MAP — Ascend’s plans for future updates and functionality.

SALESFORCE — A customer relationship management (CRM) database.

SERVICE INDICATOR — Banner on a constituent record that is related to how to approach the constituent or account based on their preferences (replaces solicitation control codes, VIP codes, and other customized banners on the entity record).

STRATEGY — Documents any internal user’s strategy on how to approach/interact with the constituent/account during prospect management.

TASK — Actions assigned to users in Ascend.

VERIFIED — Contact information in ACE is “verified” when it is well-formed and deliverable. For example, if we send an email to an alumnus named John Doe at [email protected] and the message doesn’t bounce back, it is a verified address–even if the message is actually delivered to Jack Doe, who has no relationship with UT. We have scheduled processes that verify our data.

WORK PLAN — High level overview or goal metrics for a particular unit/division/school. This is what fundraisers/development officers are measured against per FY. It includes fundraising goals, # of visits/contact expectations.