Snapshot
About Corporate
The Corporate page holds corporation-specific information such as employer tax ID, secondary corporate contacts, financial statistics, and matching gift plans. While the Corporate page functions primarily as an extension of organization type Prospects like corporations or foundations, it can also apply to individuals. The information stored on the Corporate page can help you mine your own database for likely sources of funding for projects. The Corporate page also features a Plan Matching section. When a corporation matches its employee's donations to nonprofit organizations, the Plan Matching section allows you to associate match plans to the company. When using Plan Matching and indicating a plan, the assignment and processing of related gifts can be automated. Matching Gifts can be automated depending on the conditions set in Configuration. To learn more about how to setup up an automated Matching Gift procedure, please review our Matching Gifts documentation.  The Corporate page is always immediately accessible from the Quick Menu button. The Quick Menu button can be found on any page next to the Prospect's name.
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Corporate Fields| Employer ID |
The corporation's federal Employer Identification Number (EIN). |
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| Annual Sales |
The corporation's total annual sales. |
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| Annual Revenue |
The corporation's total annual revenue. |
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| Assets |
A Corporations total assets. |
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| # of Employees | Total number of employees at the corporation. | |
| P/E Ratio | The corpoation's price-to-earnings ratio. | |
| Create Matching Gift |
Whether or not the company will match gifts. Select yes or no. If Matching gifts is set to No, then no plans will be active. ClearView will not allow you to select a Matching Plan if this field is set to No. If the field is set to Yes, then you can select a matching plan to associate with the Corporate record. |
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| Fiscal Year End |
End of the company's fiscal year. |
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| Unit |
Associates the Corporate record with a unit. Use the magnifying glass to search for the desired Unit, or select Query to automatically populate the field with the Prospect's predefined Unit, if applicable. |
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| Note | A free text field with a limit of 4000 characters, to be used as a note on the Corporate record. | |
Attributes |
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| User Desc 1 | A customizable coded table field used by organizations to add a field to a Corporate record. | |
| User Desc 2 | A second customizable coded table field used by organizations to add a field to a Corporate record. | |
| User Date 1 | A customizable date field used by organizations to add a field to a Corporate record. | |
| User Date 2 | A second customizable date field used by organizations to add a field to a Corporate record. | |
| User Text 1 | A customizable free-text field for use by organizations to add a field to a Corporate record, accepts entries up to 2,000 characters in length. | |
| User Number 1 |
A customizable number field used by organizations to add a field to a Corporate record.
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Contact 1The Contact fields provide a means of storing contact information for a secondary contact of the organization. The Contact information is stored for ad hoc reporting, but is not used by any standard ClearView functionality. |
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| Contact 1 First | The secondary contact's first name. | |
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Contact 1 Middle |
The secondary contact's middle name. | |
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Contact 1 Last |
The secondary contact's last name. | |
| Salutation | The secondary contact's preferred salutation. | |
| Title |
The secondary contact's title, if applicable.
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Contact 2 The Contact fields provide a means of storing contact information for a third party contact of the organization. The Contact information is stored for ad hoc reporting, but is not used by any standard ClearView functionality. |
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| Contact 2 First | The additional contact's first name. | |
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Contact 2 Middle |
The additional contact's middle name. | |
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Contact 2 Last |
The additional contact's last name. | |
| Salutation | The additional contact's preferred salutation. | |
| Title |
The additional contact's title, if applicable.
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Plan Matching The Plan Matching section allows you to select from a list of potential Matching Plan codes. These codes can be defined by your organization to specify the precise gift range and matching ratio that best suits your needs. If the Create Matching Gift field is set to No, the section is disabled. To set a Matching Plan for the corporate record, make sure to set the Create Matching Gift field to Yes. |
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| Plan Code | Choose from a list of Plan Codes. Select the matching ratio, as well as the donation range and limit.
You can setup Matching Gift Plan codes in Operational Tools. If you wish to create an automated Matching Gift Plan, please see our Matching Gifts documentation. |
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| Payment Frequency |
Identify the Payment Frequency as Annual, Semi-Annual, Monthly or Quarterly from the drop-down menu. |
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Steps
How to use Corporate records
To view the corporate record for a prospect
To set a matching plan to a corporate record
To edit the entire corporate record
To in-line edit a field within the corporate record
To delete all data in the corporate record
To view the corporate record for a prospect:
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1. On the Prospect Summary View page, find and click Corporate on the Go To menu.
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To set a matching plan to a corporate record:
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1. On the Corporate Record page, find and the Corporate on the Go To menu.
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To edit the entire corporate record:
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1. Toward the top-right of the Corporate record, click the Edit All link.
2. Edit any field as desired. 3. At the top or bottom of the page, click the Save button to save your changes or the Cancel link to return to the Corporate record without making any changes. |
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To in-line edit a field within the corporate record:
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1. Click on the field you want to edit. To determine if a field can be edited, hover the mouse cursor over it; if an Edit icon appears at the end of the field, you can click within the field to make changes.2. Edit the field as desired. 3. Click the Save button to save your changes or the Cancel link to return to the Corporate record without making any changes. |
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To delete all data in the corporate record:
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1. Toward the top-right of the prospect record, click the Tools link. 2. On the Tools drop-down menu, click the Delete link. 3. A Delete Record pop-up window will appear, confirming that you want to delete all Corporate data:
Once information in the Corporate record is deleted, it cannot be retrieved. Click No to return to the Corporate record without making any changes. |
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Go to glossary ... |
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Glossary terms:
Related articles:
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