Units

About Units

ClearView CRM offers a data structure called units. Units allow you to view high level information across the organization, or drill-down into smaller sections of information. A unit is a representation of a segment of an organization. When a structure is set up and configured to your organizations needs, you can align data records and transactional information to specific levels in the hierarchy.

 

Unit hierarchy can contain up to nine levels, with level one representing the lowest and most narrowly-defined unit level, and level nine representing the highest and most-broad unit level. When assigning a prospect to a unit, that prospect is linked to the next-highest level in the hierarchy. ClearView CRM uses each link to string together units in the proper hierarchical order. Additionally, the data seen between each level rolls up to the currently selected level. If a unit is selected with any child units, the selected unit can see all data between each branching path under it. 

 

There are several benefits to using units to manage your information in ClearView CRM. Unit Hierarchies allow you to filter your dashboard panels, assign fundraising goals to unit groups, and filter report data to only display data within a subset of information. 

 

Prospects can belong to a unit. Additionally, gifts, memberships, opportunities and other types of transactions can be linked to units.

 

General Hierarchy Rules

Unit hierarchy structures follow these general rules:

  • Multiple units can exist on any level.
  • Each child unit can have only one parent unit.
  • Parent units can have an unlimited number of child units. 
  • All of the properties of the parent units are inherited by their child units.
  • You do not need to create a unit on every level of a hierarchy. 
Example Unit Hierarchy Structures
A Unit Hierarchy structure can be configured and conditioned to best suit your organization in the most logical way. A few options for a unit structures are:

 

By Geography

 Many organizations that use Unit structures will create a hierarchy based on geography. The highest level in this example is National. The National level is the Parent Unit for the next Unit level which splits the National level into East and West sections. The next level then splits those sections again into regions, then by sub regions. 

Geographical

By Department

 A less common structure, but viable option for larger more established organizations is by department.  In this structure, the Unit hierarchy is built around an organization's composition.  For example, the highest level in this structure may be the Executives, followed by development. Additional units are made to isolate data to appropriate departments: Major Gifts, Memberships, Financing and Accounting, and Data Processing. 

Departmental

By Solicitor 

 A less common, but viable option for smaller organizations is by Solicitor. In this structure, the Unit Hierarchy is focused directly on the main officers, associated solicitors, and volunteers.  Accompanying every major gift officer is an associated Campaign.  The Major Gift Officer can assign solicitors to certain tasks and those solicitors may have their own associated teams or data entry specialists to assist with donor management.  

 In this scenario, your unit tree could start with Major Gift Officers at the top most level, followed by each of their associated solicitors. For each solicitor, a further divide is made to incorporate their volunteers. 

Solicitor

 Back to Top

 

glossary Icon Glossary terms:
Go to glossary ...
relatedArticle 60 Related articles:
About ClearView CRM
 

 


Print