Getting Started

 

There are several steps involved in getting Donors and Gifts ready for use.

Prerequisite – Company and Account information should be set up in General Ledger before continuing

Use the following general steps as a guide:

ØSet Up Company Preferences

ØDonor Information

ØSet Up Motivations

ØSet Up Purposes

ØSet Up Project Information

ØSet Up Relationship Types

ØSet Up Statement Design

 

At this point you are ready to enter Gifts.