Request a new dashboard or modify a current dashboard.
Prospect Management and Data Services
- Alumni or Constituent List Request
- Assignment Change Request
- Banner/ARGOS/BDM
- BF Printing Services Order Form (Annual Giving Department Only)
- Craft Email Request Form
- CRM Access Form
- CRM Help Form
- Data Code Request
- Data Dashboard/Query Request
- Data Import Request
- Data Request
- Data Request Agreement
- Deceased Record
- Donor Campus Visit Request
- Form create/update/delete
- Giving Chair Experience Survey
- New Org Record Setup
- New Record Setup
- Opt-In to Hear From a Student Caller
- Phonathon Opt-in
- Records Update Form
- Records Update Form
- Recurring Gift Cancellation Form
- Research Request
- Staff- and Faculty-Initiated Fundraising Requests
Prospect Management and Data Services
Requests
CRM Help Form
Do you need help with access, navigation, dashboards, reports, etc. on the new CRM?
Access Forms
Request to create, modify, or deactivate Banner, Argos, BDM, or CRM access.
Alumni/Donor List
Request Alumni or donor lists. (Ex. Art majors or Nursing dept. donors)
Phonathon Call
Request that an assigned alum or donor receive a call from a phonathon student.
Record Updates
Request an update for constituent records. (Ex. biographical, deceased, exclusions, etc.)
Research
Request new contact information or research profiles for cultivation or events.
Imports
Request information imports in the CRM for bulk communication pieces or contact reports.
New Org Setup/Org Primary Contact Change
Request a new org record to be created or a primary contact change.
Contact Us
Jennifer Borens
Data Responsibilities
- Updating/Deceasing records
- Adding exclusion codes
- Student and HR Payroll
- Data cleanup projects
Brittney Morris
Data Responsibilities
- Updating/Deceasing records
- Adding exclusion codes
- Data cleanup projects
- Research requests
- Assignment change requests
Sue Johns
Data Responsibilities
- CRM transition management
- Data cleanup projects
- Data testing
- Internal or external departmental requests
- Uploads to AUAMAIL
- Presidential Christmas cards
- Code creation
- Banner/ARGOS – training and access
- IT support
Will Reynolds
Data Responsibilities
- Berea Fund communications
- Adhoc mailings
- Magazine and Philanthropy Report
- Dashboards
- Stewardship mailings
- Code creation
- New ARGOS queries
- CFFR requests
- Alumni communications
- Training on specific dashboards or queries
- Banner/ARGOS access
- IT support
- CRM transition
Rachael Isaacs
Data Responsibilities
- Monthly, quarterly and annual reports
- Adhoc queries
- Contact report and communication uploads
- Dashboards
- Training on specific dashboards or queries
- New ARGOS queries
- Donor acquisition
- Stewardship communications
Dustin Cooper
Data Responsibilities
- Adhoc queries
- Contact report and communication uploads
- Dashboards
- New ARGOS queries
- Communications