Setting Up Constituent Search
Caution
Before adding the Constituent Search feature to the Constituent page, it is recommended you establish the search settings using the Internet Configuration window in J1 Desktop.
J1 Desktop Set Up
Tip
This configuration also applies to the Online Giving feature in Alumni and Donors, and to the Donor Profiles feature in Advancement Officers. Be sure to ensure the setting is appropriate for all features.
Access the Internet Configuration window.
From the Module drop-down option list, select DJ, DE Module Access (JICS Configurations only).
Configure nickname cross-checking:
Select the cross-check_first_nickname row
To compare the entered first name to the Name Master table's First Name and Nickname columns, enter Y in the Value column.
To compare the entered first name to the Name Master table's First Name column only, enter N in the Value column.
Configure preferred name cross-checking:
Select the cross-check_first_preferred_name row.
To compare the entered first name to the Name Master table's First Name and Preferred Name columns, enter Y in the Value column.
To compare the entered first name to the Name Master table's First Name column only, enter N in the Value column.
Configure birth name cross-checking:
Select the cross-check_last_birth_name row.
To compare the entered last name to the Name Master table's Last Name and Birth Name columns, enter Y in the Value column.
To compare the entered last name to the Name Master table's Last Name column only, enter N in the Value column.
Click the Save button.
Tip
This configuration also applies to the Donor Profiles feature in CRM Advancement Officer. Be sure to ensure the setting is appropriate for both portlets.
Access the Internet Configuration window.
From the Module drop-down option list, select DJ, DE Module Access (JICS Configurations only).
Select the education_display row.
To display degree history education information, enter H in the Value column. To display degree history and development information, enter B in the Value column.
Campus Portal Setup
Configuration settings in Campus Portal can be done by roles with permission to access and administer global and portlet settings.
Tip
If you are an administrator and need help setting up and configuring this feature, see the detailed setup sections below.
Log into the Campus Portal as an administrator.
From the Constituent Search feature, go to the Admin toolbar and click Setup. The Constituent Search Settings page appears.
To enable the organization constituent search capability, select the Allow the use of the Organization Constituent Search checkbox.
Tip
When the Organization Constituent Search is deselected, constituents cannot search for an institution.
Click the Save button.