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:

•Set Up Company Preferences
 

•Donor Information
 

•Set Up Motivations
 

•Set Up Purposes

 

•Set Up Project Information

 

•Set Up Relationship Types

 

•Set Up Statement Design

 

At this point you are ready to enter Gifts.