GENERATIONS, a FileMaker® Pro based Alumni-Development /Advancement office solution, is designed to handle the complex tasks of constituent and fund management. Developed with the needs of schools and non-profit organizations in mind, GENERATIONS gives you the tools to track constituents and fundraising efficiently and effectively.
With GENERATIONS you are able to identify and view any group of constituents without writing a query, view a summary of their giving histories, save multiple addresses for any constituent, and track communications with constituents. Additionally, you have the ability to save found sets of constituents, send email to any group with merged content directly from the solution, and track correspondence and actions on a per constituent basis.
GENERATIONS allows you to manage unlimited funds, campaigns, appeals, and events. Event management includes tracking invitations, RSVPs and event effectiveness. Constituents can be linked together by any type of relationship, gifts can be posted singly or in batches, and daily receipts printed. Printing of acknowledgements for gifts, pledges, soft credits and matching gifts is easily done from within the solution.
This documentation comprises the following sections:
- GENERATIONS CONCEPTS provides the “big picture” with background information and terminology. Reading this chapter before you get started will provide you with a framework; you may need to refer back to this chapter periodically as you perform your daily tasks.
- USING GENERATIONS 3.x or 2.0 provides detailed instructions for typical and expected procedures within your particular version of the solution.
- COMMON PROCEDURES gives information on performing specific tasks beyond the scope of your everyday workflow.
- CUSTOMIZATIONS AND TECHNIQUES gives information on how to further customize GENERATIONS to fit your needs.
- BUG FIXES AND TROUBLESHOOTING details various GENERATIONS bugs and their appropriate fixes, as well as information on how to troubleshoot problems with GENERATIONS.
- FAQ provides answers to our most Frequently Asked Questions.
Throughout this documentation, the structure and use of the standard GENERATIONS default layouts will be described and the process by which data is managed in the system will be detailed. Please note that your screens may vary somewhat from those pictured in this documentation due to customization on your set.
Please note that inRESONANCE will be referred to as iR throughout this documentation.
The example data presented in this documentation are fictitious and are provided for purposes of illustration only. No association with any real individual or organization is intended, nor should be inferred. Screen shots were taken on a Macintosh and not a PC, therefore your FileMaker Pro menus may differ from those depicted in this documentation if you are on a PC.