Julep: General Features – Julep

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When you first log into Julep, the Home page will open to My Dashboard where you can view the important information you need to complete your daily tasks. All users will have the ability to manage their personal Moves, Tasks, Saved Reports, and more from here. Gift Officers can manage their Portfolios, and Admin users can instantly access a high-level overview of the most important data points.

Home Navigation Bar

People Search	Launches the People Search.
All Reports	Provides a list of all available Julep canned reports.
My Searches	Displays your Saved Searches from across the database.
My Payment Requests	Launches the window to manage the Payment Requests you have submitted. see the Julep – My Payment Requests and the Juelp – Treasury Payment Requests guides on the HelpDesk.

Admin Home Dashboard Features

“Total $ (FTD)”	Shows the total raised for Fiscal-to-Date (updated on a nightly basis).
“People” Summary Card	Get a quick count of all People records in Julep. Click the card to generate the People Search results that makes up the total number.
“Donors (All-Time)” Summary Card	Get a quick count of all Donors in Julep. Click the card to generate the People Search results that makes up the total number.
“Pledge Outstanding (FTD)” Summary Card	Get a quick count of outstanding pledges for the fiscal year. Click the card to generate the Pledge Search results that makes up the total number.
"Thank You’s Needed (Last 3 Months)” Summary Card	Get a quick count of records who need Thank You’s to be sent (for the last 3 months). Click the card to generate the Thank You List Select results that make up the total number.

Gift Officer Home Dashboard Features

This feature provides Gift Officers with an overview of all activity associated with the People Records assigned to their Portfolios. Admins will have the additional ability to view aggregated data of all Gift Officers, as well as the ability to search for specific Gift Officer portfolios for review.

Additional Home Dashboard Features

My Moves	Quickly access all Moves assigned to you. Click the More Button in the top right to view all. Click the button to easily Add a Task, Note, Gift, or process a Credit Card without leaving the screen.
My Tasks	Quickly access all Tasks that have been assigned to you. Click the More Button in the top right to view all. You can complete the tasks, export them as a list in Excel, or view/print call sheets.
My Reports	Quickly access all your favorited reports to run immediately.
My Saved Searches	Run one of your saved searches and see when each was last used.

Account Menu Options

Your account menu options can be seen from all areas of Julep. They are located at the top bar of the screen. Below are the menu options available:

Quick Search	Quick Searches are available for every search type available throughout Julep (Example: People, Money, etc.). Select a Quick Search type via the drop-down menu and use shortcuts for additional options. For more information about Quick Searches, see the Julep - Quick Searches guide on the HelpDesk.
Donate Now	Process donations on the fly through Donate Now. An Anedot integration must be enabled for this feature. Contact Support at support@julepcrm.com for more info.
Notifications	Read messages from CMDI and view details for updated tasks, completed Mass Appends, large imports, and more.
HelpDesk	View guides, FAQ’s, and video tutorials for all Julep features/functions.
Chat with Support	Chat with Support live during regular office hours or leave a message and we will get back to you as soon as possible.
Account	View your account details, your favorite reports, a list of all Julep databases you have access to or log out.

Main Dashboards

Access the Main Dashboard menus of Julep on the left side menu bar.

People Dashboard	The People Dashboard provides an overview of the People records in the database by displaying counts, summary details, dashboard buttons, and top 5 codes. You can also access the People Search, Import, People Settings, Add a Record, Tasks/Calls, Merge, People Reports, and Data Maintenance Reports here. For more information about the People Dashboard, see the Julep - People Dashboard guide on the HelpDesk.
Fundraising Dashboard	The Fundraising Dashboard provides an overview of contribution data displaying gift totals and summary information such as top 5 source codes, fundraisers, and locations. You can also access the Money Search, People Search, Import, Response Analysis Report, Money Settings and Fundraising Reports. For more information about the Fundraising Dashboard, see the Julep - Fundraising Dashboard guide on the HelpDesk.
Treasury Dashboard	The Treasury Dashboard provides an overview of treasury data by displaying totals by date range for other receipts and expenditures, counts of records that may need attention, and summary information such as top payees and transactions. You can also access the Payee Search, Expenditure Search, Receipt Search, Treasury Import, Treasury Settings, New Payee, New Expenditure, New Receipt, Payee Merge, Totals Contributions to Other Committees, Ultimate Vendor Payments, Total IE $ per Election by Dissemination Date (YTD), Total IE $ per Election by Transactions Date (YTD), Treasury Reports, and Reconciliation Reports. For more information about the Treasury Dashboard, see the Julep – Treasury Dashboard guide on the HelpDesk.
Financial Summary Dashboard	The Financial Dashboard provides an overview of invoice data, Payee Search, Invoice Search, Expenditure Search, Pay Invoices, Payment Approval, Transfer Funds, Reconciliation tool, and Treasury Reports. For more information about the Financial Summary Dashboard, see the Julep – Financial Summary Dashboard guide on the HelpDesk.
Data Entry	Data Entry is the process of adding contributions into the database through batches. For more information about Data Entry, see the Julep - Data Entry and the Batching and Caging Best Practices guides on the HelpDesk.
Event Dashboard	The Event Dashboard provides an overview of event data by displaying total amounts, counts, a map of where events are located, and summary information on top events, fundraising codes, and locations. You can also access the Event Search, Import Invitees, Add Event, Events Reports, and Fundraising Reports. For more information about the Event Dashboard, see the Julep – Event Dashboard guide on the HelpDesk.
More	The More menu will have additional dashboards if they are enabled for your database such as the Gift Officer and Moves Management dashboards.
Settings	The Settings menu allows you to access the People, Money, and Treasury Settings which can also all be accessed via the corresponding dashboards.

People Profile

The People Profile in Julep segments data into separate panels and includes summary information in each. When a panel is selected, the lower half of the profile will display that panel’s summary details and analytics as well as the list of records that are being summarized.

You can use the Quick People Search or full People Search to view and edit an existing People record. To learn more about the quick searches or search features in Julep, see the Julep - Quick Searches or Julep - Search Features guides on the HelpDesk For more information on the People Search, see the Julep - People Search guide on the HelpDesk.

For more information on the People Profile, see the Julep - People Profile Panel Details guide on the HelpDesk.

Money Record/Window:

While in a People record or profile, you can view/select the Giving History panel and click a contribution to view the full details of it. You can also use the Money Search to find a specific contribution and view the same details. For more information about the Money Search, see the Julep - Money Search guide on the HelpDesk.

You can start editing a field by just clicking within it and making changes. After you have made updates, click the Save button at the bottom right corner.

Gift Details	Transaction ID# – Known as the MID, it is the unique contribution ID. Batch # – Alphanumeric ID users assign to a batch via data entry or importing. Batch Date – The gift’s date used for reporting and appears in all gift results. Amount – The Contribution amount. Fund – Fundraising code assigned to the gift tying it back to a specific org or fund (i.e. 501C3 or 501C4) in a shared database. Source – This is the fundraising code assigned to the contribution tying it back to the event or source it came from.
Payment Details	Payment Type – Shows the contribution’s money type: Cash, check, etc. Check/Card Number – Where the check # or credit card # is stored. Please note, you cannot store a full CC # in Julep. Received Date – Additional gift date field that you can have enabled if needed. Please reach out to support@julepcrm.com for more info. Comment – Any comments you would like to make for the contribution. Approval Code/CC Transaction ID/Reference ID# – Additional credit card processing fields that relate to Julep CC processing.
Adjustment	Press the Adjust button to select an Adjustment type from the drop-down menu such as refunds, merchant credits, etc. Add an adjustment date and either search for another donor, fund code, etc. for the contribution to be adjusted to.
Miscellaneous	Thank You - Allows you to establish whether a thank you is needed or as already been sent for the gift. FEC Memo Text – Add FEC Memo Text here for FEC reporting purposes.
Gift Officer Tracking	If Gift Officer assignment and tracking is enabled, then you can assign a Track # and Amount to contributions in this section.

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