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Frequently Asked Questions about Advance Web

What are all of the Record Type Codes and their corresponding short description?
RECORD_TYPE_CODE SHORT_DESC
AL Alumna/Alumnus
AN Alum/Non-Degree Holder
CF Corporate Fdtn/Trust
CP Business, Corp-for profit
CR Campus-Related Org
EM Employee
ES Employee - Former
EX Extension Alumna/Alumnus
FC Faculty
FR Friend
FS Faculty - Former
GV Government
HE Higher Education Org
OO Other Nonprofit Org
PA Parent
PS Prospect Summary
ST Student
TF Family Trusts, Foundations
TR Other Fdtns/Trusts
XO XO - Deleted Org 
XP XP - Deleted Person
What are the Record Types for Organizations?
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How do I create a Clipboard from a Lookup, and then run the PF-001 report?

 PDF Document Click here for the Advance Web Lookup to Clipboard to PF-001

How do I attach documents to Contact Reports?

PDF Document Click here for Attaching a Document to Contact Reports - Example

Where do I find the context sensitive reports? In Advance Windows, these reports were found in File, Print Other, Other Report.

  PDF Document Click here for Running Context Sensitive Reports in Adv Web

 

How Do I add an Assistant to a Donor's Record?

PDF Document Click Here to find out which actions are available only to Advancement Services and why. [Note: this document is password protected]

Which entity types do I use and when?
PDF Document Click here to find out which entity types you should use and when. [Note: this document is password protected]
Which actions are available in Advance for use by the schools and units?

PDF Document Click here to find out which actions are available in Advance for use by the schools and units. [Note: this document is password protected]

Which actions are available only to Advancement Services and why?
PDF Document Click here to find out which actions are available only to Advancement Services and why. [Note: this document is password protected]