Donor Data/Processes Training Follow-ups

This reference is a post-training guide on volunteer data and processes.

Support Resources

• Attribute Management
• Reference Data Management

Staff Tasks to Meet your Donor Management Process Needs

1. Review major donor records (people and organizations) for transition accuracy.
   • Contact Information
   • Gift History
   • Attributes
2. Using Attribute Management, customize the Donor Info tab.
3. Using Reference Data Management, add any necessary Contact Management Service Types.
4. If you reviewed the Opportunities Module, and if desired, customize the Opportunites picklists (Reference Data Management).