Lynx is the Philanthropy & Alumni Engagement's specialized constituent relationship management (CRM) system that helps us improve our connections among the University, PAE, our donors, and our community. Below are resources related to core Lynx functionality. These resources are password protected and you will be prompted to provide login credentials to access them.
Lynx Information & Operations
Basic Operations
Videos
Customizing the Lynx Home Page
Constituent Record Fields
Lynx Information
Lynx User Access Policy
This page provides the Lynx user access policies agreed upon prior to access.
Lynx Term Glossary
This page is a living document, updated with new and commonly-used Lynx terms and definitions.
Solicit Codes and Mail Preferences
This page contains the Lynx solicit codes and their descriptions as well as Lynx mail preferences.
Events
Event Import
This page contains concepts and procedures on event tasks, such as adding an event, updating events, and adding registrations.
Videos
Event Basics Orienting and Navigating
Add a New Event
Edit an Event Record
Event Record Helpful Tabs
Add Event Invitations to an Event Record
Add a Registration Option to an Event Record
Add an Event Registrant
Update and Edit Event Registrants
Add an Appeal to an Event Record
Add a Designation to an Event Record
Event Reports
Prospect Management
Managing Prospects
This page contains procedures related to requesting assignment or qualification plan, referrals, and completing qualification plans.
Prospect Management Policies
This document contains important Prospect Development policies, the majority of which were drafted and approved by the PAE Prospect Management Committee. These core policies guide the PAE as we work together as One Team to maximize fundraising and ensure our work is donor-centric and in the best interest of the University of Arizona. Note: this is a living document that is updated on an ongoing basis to reflect current practice.
Online Resource
Downloadable PDF
Prospect Development Procedure Manual for Frontline
In this resource, you will find the steps to navigate Lynx, manage assignments, work with plans, and submit requests through the PAE Service Desk. Note: this is a living document that is updated on an ongoing basis to reflect current practice.
Online Resource
Downloadable PDF
Quick Reference Guides
Downloadable, supplemental guides containing helpful prospect development policy and procedure highlights at a glance.
Downloadable PDFs
View and download helpful prospect management guides and checklists
Videos
Submit Qualification Rating and Outcome
Reporting
Reporting Basics
The page contains information about concepts and procedures related to the Lynx Reporting functional area.
Report Glossary
The Report Glossary is where you will find lists of Lynx reports and descriptions and details about how to locate these reports in Lynx. Please note, the “Lynx - Standard Reports” and “Lynx – Extended Reports” are provided by Blackbaud, while the “Lynx – PAE Authored Reports” are provided by SIS Business Intelligence team.
Videos
Stewardship
Stewardship Files
Downloadable documents that support stewardship tasks.
Communications
Communications
This page provides key concepts related to Mass Communications, such as appeals and mass solicitations, and Individual Communications, such as acknowledgments and tributes.
Solicit Codes and Mail Preferences
This page contains the Lynx solicit codes and their descriptions as well as Lynx mail preferences.
Memberships
Memberships
This page contains concepts and procedures for memberships, such as adding and updating a membership.
Training
Lynx Training Environment
This is the training version of Lynx and is available for you to explore and practice. Remember that it is refreshed every night, so any changes that you make in there will be wiped out prior to the next business day.
Lynx Training Questions and Answers
Answers to your training questions.