Spouse Rings are added to the Bio-Demo pages in the Campus Community
pages accessed from within the PeopleSoft Contributor Relations menus.
Adding the icon for Spouse Rings ensures a more complete view of spouse
relationships throughout the Campus Community pages, along with the
enhanced ability to keep the data about spouses in sync. For example, if you
are changing an address for someone, you can click the Spouse Rings icon to
link to that person’s spouse and update that address as well.
Link between Involvement Codes, Types, and Categories.
The Involvement module was designed to inform staff about the affiliations,
interests, activities, honors, and awards of an individual. This enhancement
helps to ensure that Involvement Code values are appropriately linked to
Categories and Types, thereby improving data integrity.
Associate the Involvement Code to at least one Type and at least one
Category to ensure the correct data is being entered.
This connection makes it much easier for you to select the appropriate value
for the type of involvement they are tracking. For example, Survey Results do
not intermingle with Scholarship types.
Effective Dating rules that enable multiple rows to exist so that you can see a
history of the changes to that Unit, such as a Description, over time.
Usability enhancements for this release
improve efficiencies in the administration
of contact data for more effective prospect
Streamline data entry and combine activities onto a single page.
For example, the definition of staff and volunteers includes the Role setup to
more efficiently manage and maintain information about staff and volunteers.
By combining two components into one, you can immediately indicate the
roles a staff person or volunteer may take, such as Prospect Manager.
More intuitive navigation, especially in the self-service pages.
To improve the intuitiveness of the Outreach pages used by Prospect
Managers, we applied a consistent set of buttons that appear at the end of
each task managed through Outreach. This should help you select the step
that you might want to complete next for a prospect. You can also use the
Go To dropdown options to complete a task for another constituent in your
My Prospects workset. (More enhancements to the Prospect Manager
functionality are detailed in the next section.)
PeopleSoft Campus Solutions 9.0 Release Notes Page 63
Several enhancements provide easier, more flexible management of an institution’s
prospective donors. These improvements include:
Allowing you to enter Contact Reports prior to the completion of an action.
On every action, there is a tab for Contact Reports so that you can track the
results of the action. Prior to this release, you could enter only a Contact
Report when the action was complete. The new design enables the Contact
Report to be open while the action is in progress, enabling you to build
contact reports as you go through the actions.
Standardized Action summaries and filters to include Contact and Action
You can filter and sort by contact and action types, such as all phone calls
together or all asks together. This is standard throughout the Prospect
Management feature where actions are used, which improves the consistency
of the overall feature.
The Resource Assignment Inquiry pages are extended to sort alphabetically,
as well as by Person or External Organization ID so that People and
Organizations are not intermingled alphabetically in the list.
Redesign the Ratings functionality to improve data integrity.
You can now identify where a Rating indicator or Rating Category originated,
such as Marts and Lundy. You can also link to specific rating indicators, such
as to income ranges, to related categories (such as giving potential), or to
types (such as peer or staff). This linking capability ensures a tighter
connection with, and clarity of, the data.
All parts of the PeopleSoft Campus Solutions applications now use the enhanced
Search/Match capabilities introduced in PeopleSoft Campus Solutions 8.9. The
specific PeopleSoft Contributor Relations search was eliminated; now PeopleSoft
Contributor Relations fields have been incorporated into the overall Search/Match
PeopleSoft Campus Solutions 9.0 delivers
enhanced search capabilities and security
You now have the power of Search/Match, along with the ability to search on
Class Year and other PeopleSoft Contributor Relations-specific fields. More
importantly, you can create PeopleSoft Contributor Relations-specific
Search/Match result sets. You can define the result sets specific to roles or to
individuals. This flexibility enables various departments or units to see the results
exactly as needed.
All the new Contributor Relations-specific search fields are included in the standard
Search/Match functionality to allow saved-search criteria and results sets to be
customized to your business processes with access controlled by security role if
PeopleSoft Campus Solutions 9.0 Release Notes Page 64
Another enhancement to External Organization Search/Match result sets is the
inclusion of Carry ID functionality similar to that currently available when
searching for a person; all search records have been standardized throughout
PeopleSoft Contributor Relations so that you can search by an expanded,
consistent set of search fields.
Example of PeopleSoft Contributor Relations-specific Search/Match functionality
PeopleSoft Campus Solutions 9.0 Release Notes Page 65
Example of search results; you can choose to carry these IDs throughout the system.
PeopleSoft Contributor Relations now provides a single page to display all degree
information in a grid structure that can be sorted based on a user’s preferences. The
data continues to be stored on multiple tables, such as external, legacy, and student
administration; however, this new record supporting the Summary Page also proves
useful for reporting. You no longer have to query against three tables because the
data is now available in one view, with both the descriptions and codes for each
Summarized degree information in a single view.
PeopleSoft Campus Solutions 9.0 Release Notes Page 66
Gift Entry Extensions
The Gift Entry process now:
The way that you enter gifts into the
system ensures comprehensive and
accurate information on gifts and pledges.
Flags as DECEASED those Recognition and Donor IDs with dates of death
or deceased service indicators when you select those IDs in
You must verify that you should be entering a gift in the deceased record,
which should help you avoid entering data into the wrong record.
Enables you to exclude non-monetary gifts, such as gifts-in-kind, from GL
This enhancement follows the design of the existing controls in Pledge entry,
where the Pledge Flag controls when pledges need to feed to the GL. The
Pledge Flag is set by default to off, ensuring that you turn it on in order to
send pledges to the GL. In the new enhancement for Gift entry, the system is
set up with the new flag on by default, assuming that you are going to send
the gift to GL. However, if the institution’s business processes determine that
the default is not appropriate, you can override this option.
Includes new Search links on the Gift Entry pages.
These links enhance the Search/Match feature (see description above) by
providing you with the power of Search/Match for Gift, Pledge, and
Membership Entry. Because the Carry ID functionality has also been
delivered, you can copy the Carry ID for a person or an organization, which
Expands the reach of selection for the Tribute Notify ID value in Gift and
You can now select any person in the HCM database (any Employee ID in
PeopleSoft Campus Solutions or HRMS). This enhancement should help
ensure that institutions have complete gift and pledge data.
Tender Detail Extensions
Enhancements to PeopleSoft Contributor Relations 9.0 enable customers to use
new Tender Type Detail pages to support gifts-in-kind and securities. A specific
data entry page now enables you to track details related to gifts-in-kind, such as
whether an appraisal was performed. A separate data entry page provides fields that
you can use to track the value of transferred securities, such as stocks and bonds.
Also available on the Tender Type Detail pages are fields for the description and
security information, including CUSIP number.
PeopleSoft Campus Solutions 9.0 Release Notes Page 67
Searchable data fields for details and comments about gifts-in-kind
For tender details that are not pertinent to data that is transferred to the GL during
posting, a new, editable Tender Details page enables you to edit these details
outside of a session.
Matching Gift Extensions
Our current functionality for Matching Gifts is robust. Enhanced matching gift
functionality in PeopleSoft Campus Community 9.0 enables you to do the
Create a matching gift at the point that the unexpected match is received and
enter it for the matching organization.
Institutions frequently have to deal with receiving an unexpected matched gift
from an organization for a donor they didn’t have in the match program, or
for whom they had not created a relationship. The new functionality enables
you to associate donors with organizations and to create the matched gift
records while processing Matching Gift information.
Check all gifts during a session, create all expected matching gifts prior to
balancing the session, and create entries at the individual gift level.
This new functionality acts as an added safety net to help prevent the loss of
potential matching gifts so that your development organization can maximize
the outcome of each gift campaign, especially when matching is involved.
Previously, the matching process was applied only at the Gift level, not at the
session level. So if you missed the step of clicking the button to kick off the
process, you missed the match. The Maintain Sessions page now has a
Session matching gift button. At the end of the session, you click the
matching gift button, and the program reviews all person records that you
have not evaluated and checks for matching gift opportunities.
PeopleSoft Campus Solutions 9.0 Release Notes Page 68
New Session Matching Gifts functionality
Session entry enhancements include:
A Deposit Number field (bank identifying information) to align a particular
session with a particular bank deposit for auditing purposes.
A tree structure to view Session Details to permit a cascading, hierarchical
view of the details of all gifts in the session by various criteria, including
designations, recognitions, tributes, and matching gifts.
From the tree view, you can drill down on each gift to make any changes or
additions needed and then return to the tree. You can also print this tree
structure as a report using the browser Print command.
PeopleSoft Campus Solutions 9.0 Release Notes Page 69
A tree structure makes it easier to make and track multiple gifts by various criteria.
Customers need the ability to identify groups of individuals or organizations for a
variety of purposes. In PeopleSoft Campus Solutions 9.0, Oracle provides a
powerful, easy-to-use tool that enables you to dynamically create groups.
PeopleSoft Contributor Relations users can continue to use the existing
Build/Merge audience process, along with the new Population Selection utility.
See more detailed information about Population Selection in the Campus
Community Section of this document.
The Population Selection process includes a configurable selection tool framework
that enables you to create a group of Employee IDs, Organizations, or any set of
data that they choose using:
External file load (for example, MS Excel spreadsheet).
The following PeopleSoft Contributor Relations batch processes are now
reconfigured to use this new tool:
Service Indicator assignment and removal
PeopleSoft Campus Solutions 9.0 Release Notes Page 70
Documents you may be interested
Documents you may be interested