Spreadsheet

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Sheet 1: Donation

Wish
















auto discount for sales time period 12 month period














Donor general info extracts from person data
















Contribution
Date recvd amt given classified to… Thank you sent Donor call Tickler Timed output







Feedback


Source:led to donating committment/time period Amt pledged


Resource: exp. Are they willing to sponsor a donor event or training. willing to organize, raise funds and/or awareness


















restricted fund request



















association interests









Form letters







pledge form







donation form







thank you letter-one time







annual thank you letter








Sheet 2: Person

Name Title Given Secondary Family Suffix











Company
















Previous address
















Street Bldg Street street2 flat/apt/ste












City/town
















State/Prov
















Postal code
















Country
















phone home office mobile alt phone












fax
















E-mail 1 2














IM (categories) Skype MSN Yahoo other












IM ID
















Relative(if in DB) Spouse Mother Father Brother Sister Associate










Rel Name in DB
















gender
















Language(s) http://www.123world.com/languages/















Affliation name service web address













Emergency
















Dietary meat pref dairy wheat eggs other allergies










Special needs
















Medical insurance policy # doctor name doctor state/country doctor contact
condition









CNVC affliation IIT Part SS Part Proj Coor Organ Donor Staff Volunteer GCC Mem Board Mem Vendor Fondation Ponential Donor Apr Cert Cand CNVC Trainer customer iit other training
Source of contact
















date initiated

















Sheet 3: Travel

<TR> <TD WIDTH=90 HEIGHT=17 ALIGN=LEFT>credit card </TD> <TD WIDTH=65 ALIGN=LEFT>number</TD> <TD WIDTH=65 ALIGN=LEFT>exp date</TD> <TD WIDTH=65 ALIGN=LEFT>auth number</TD> <TD WIDTH=65 ALIGN=LEFT>name as on card</TD>

<TD WIDTH=65 ALIGN=LEFT>card type</TD> <TD WIDTH=65 ALIGN=LEFT>
</TD> <TD WIDTH=65 ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>Flight</TD> <TD ALIGN=LEFT>airline</TD>

<TD ALIGN=LEFT>travel depart</TD> <TD ALIGN=LEFT>seating</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>flight number</TD> <TD ALIGN=LEFT>arrival</TD> <TD ALIGN=LEFT>class</TD>

</TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>Window</TD> <TD ALIGN=LEFT>aisle</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>frequent Flyer</TD>

<TD ALIGN=LEFT>airline</TD> <TD ALIGN=LEFT>id number</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR>

<TR> <TD HEIGHT=17 ALIGN=LEFT>air club</TD> <TD ALIGN=LEFT>airline</TD> <TD ALIGN=LEFT>club name </TD> <TD ALIGN=LEFT>id number</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>car rental</TD> <TD ALIGN=LEFT>company</TD> <TD ALIGN=LEFT>card number</TD>

<TD ALIGN=LEFT>special requests</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>Hotel</TD>

<TD ALIGN=LEFT>hotel name</TD> <TD ALIGN=LEFT>card number</TD> <TD ALIGN=LEFT>special requests</TD> <TD ALIGN=LEFT>smoking/non (Y/N)</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

</TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>passport</TD> <TD ALIGN=LEFT>country</TD> <TD ALIGN=LEFT>id number</TD> <TD ALIGN=LEFT>date issue</TD> <TD ALIGN=LEFT>exp date</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>date of birth</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>citizenship</TD>

<TD ALIGN=LEFT>res status</TD> <TD ALIGN=LEFT>country</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR>

<TR> <TD HEIGHT=17 ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

</TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>Forms</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> <TR> <TD HEIGHT=17 ALIGN=LEFT>navigant</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD>

<TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> <TD ALIGN=LEFT>
</TD> </TR> </TABLE>


Sheet 4: IIT

inquiry log










all comments




conversations




correspondence link email









IIT master file




participant




person data




assignment #'s ?



accounting info




scholarship parity rate CT waiver discount requested amount vs.given
room request room assignment substitute options



roommate single preference

payment directions payment type intended payment date


donated check box









venue module




room availability




cost




persons per room




room type




room management special instances









forms




application gen



scholarship gen



bis iit



enrollment form iit



emergency gen



trainers contract




organizer agreement










IIT staffing




org payment option commission


trainer " fee


translator " fee volunteer







waiting list




standby temp void other













NOTES ALL










Tickler