Essentials Set-up Guide >

Organization Menu

 

         

 

 

Organization Menu

 

This is where the majority of your system configuration settings are accessed. Each of the below links will provide directions to complete the setup steps for this area.

 

This section includes:

•Settings

•Fund Management

•Fund Mapping/ChMS Integration

•Giving Form Review

•Giving Form Options

•Web Intgegration

•Text Giving