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.
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