LINSEED

	CALENDAR	The calendar allows you to visualize scheduled programs on a week to week basis. Everyone can contribute free-form notes to a calendar day, as well as invite people to meetings and schedule visitors. Daily roles can be assigned. Staff arrivals, departures, and birthdays will appear here. A mobile version of the calendar is useful when out of the office!
	INBOX	The INBOX is where you can review and process recently submitted online forms from your website. These might include: general inquiries, new contact information, program registrations, event rsvps, product ordering forms, biographical/medical updates, payments, donations, external surveys, and any custom forms that you may have designed within Linseed.
	HIRING	For organizations using CONTRACTS to manage volunteers and employees, you can also choose to use the "hiring portal" to receive employment applications and manage the hiring process and job offers.
	MAP	For organizations that make use of a variety of remote locations or facilities (partners, trails, campsites, venues) the map can help locate and manage these remote locations. The map can also show the locations households and organzations, helping to identify the geography of your community.
	ACTIVITIES	Any activity that your organization does to engage the world in fulfillment of your mission: Programs, Memberships, Events, Classes, Trips, Outreach Efforts, Initiatives Farming Seasons.
	PARTICIPATIONS	A participation record represents someone or something participating in one of your activities. A participation record links a person, household, or organization to a particular activity. A registration for a program, a membership in a CSA, an RSVP for an event. A sales invoice (representing a customer participating in a sales actictivity) is also a kind of participation record. A harvest, transfer, or distribution of farm produce is also a participation record. Note that process of being admitted to a program can be a long journey, starting with interest, then application, then interviewing, offering, and acceptance. Thus a participation record can have many different statuses. A participation record is said to be "CURRENT" when someone is actually participating in the program, or has participated in the program without being terminated early (quitting, being fired, etc.)
	PEOPLE	All of the human beings that make up your extended community: youth, adults, applicants, students, parents, siblings, guardians, alumni, donors, staff, volunteers, members, clients, neighbors, friends, consultants, customers, and more. Names, email addresses, and cell phone numbers are the key contact fields. For those whom you know better, gender identity, birthdates, and other biographical and emergency information may be collected.
	HOUSEHOLDS	Households represent a physical address where people reside and receive postal mail. A household may contain many people who are related in different ways. A person my also belong to multiple households.
	ORGANIZATIONS	Organizations: schools, businesses, churches, agencies, corporations, foundations, vendors, customers, collaborators, etc. Organizations usually have physical addresses, but they may also or instead have virtual addresses (such as a website).
	IMAGES	Photographs - often for marketing purposes - but especially portraits of the people in your community!
	TAGS	Tags are the "post-it notes" of the linseed office. They can be attached to other records via "notes", and be used for a variety of purposes: Just like "post-it notes" come in different shapes and sizes, tags also come in different shapes and sizes. Some tags just MARK a record so that it can be easily found later. Other tags represent "MAIL" messages that are frequently sent to constituents or a single mailing such as a newsletter or annual report. "APPEAL" tags are applied to households or transactions for a specific fundraising appeal. "CAMPAIGN" tags are applied to households or decisions for a long-term fundraising campaign. COHORT tags are applied to participations or people to represent a unique grouping of people. FORM tags represent some sort of information that you want to collect from someone via a web form. SURVEY tags represent results from an online survey hosted by Typeform or Wufoo. EVALUATION tags represent your evaluation of a participant (such as a youth progress report or post-program assessment)
	NOTES	NOTES connect TAGS to other records. Notes also serve to hold a few sentences of text, or an attachment (PDF, IMAGE etc) that you want to attach to a record
	TRANSACTIONS	Transactions represent the movement of money, time, or other resources. DONATIONS and PAYMENTS are transactions, as well as charges that appears on invoices for TUITION and FEES, GOODS or SERVICES or SALES of products. Purchasing, producing, harvesting or distributing products (including farm produce) are all different types of transactions. Pledged donations or promised payments transactions can be scheduled in the future, so when reporting on transactions, it may be important to distinguish betweeen those that have been real vs those that are still only scheduled.
	DEPOSITS	Financial transactions (such as incoming checks, cash, or a credit card batch) are often grouped together and deposited into a bank account. Linseed helps to consolidate these transactions and keep track of bank deposits - even generating an accounting entry for Quickbooks that reflects the account and classification for the deposit. For tight fiscal controls, the amount of the bank deposit can later be reconciled against a bank statement.
	PRODUCTS	PRODUCTS can represent tuitions, fees, tickets, or standard donations, as well as physical products merchandise such as meals, farm products, t-shirts, water bottles, etc. The Products cabinet can also be used to track vehicles and trailers and campsites - should you need to manage those types of items to assign them as resources for different activities.
	CONTRACTS	CONTRACTS represent an employment or volunteer agreement between your organization and an individual. Information about the contract may include dates of employment, position title, copmensation rates, HR policies, special terms. Once Linseed knows who is a contracted employee, it can help with scheduling work and assigning people to programs, as well as tracking timesheets and suggesting payroll.
	INCIDENTS	For organizations that work with people outdoors, it may be necessary for insurance and risk management reasons to keep a record of safety / behavioral incidents. See this guide for one particular example of how to classify incidents.