Lynx Resources

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.

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.

Online Resource 

Downloadable PDFs

View and download helpful prospect management guides and checklists

Videos

Add Documentation

Add an Opportunity Plan

Submit Qualification Rating and Outcome

Requesting Assignment

Prospect Tab Demo

Edit and Cancel Steps

Edit an Opportunity

Complete a Step

Complete an Opportunity Plan

Check Assignment and Status

Add Solicitors and Participants

Add, Edit, Cancel Steps

Add an Opportunity

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

Report Parameters

The Report Toolbar

The Report Guide

The Report Glossary

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.

 

Need Help? 

Please use support.uafoundation.org to submit support tickets as often as possible. Email lynx@uafoundation.org for any other inquiries.