donor vantage what’s new. save and copy donations
TRANSCRIPT
Donor Vantage
What’s New
Save and Copy Donations
Default County for Zip Codes
Importing Donations to Post to GL
Linking Donors
Poundage in Statistics
Linking Logs to Donations/Events
Linking Logs to Donations/Events
Integrating with Donor Selection
Donor Selection Additions• Counties• Dates• Donation Counts• Volunteer Hours• Primarius Log
Selection
Primarius Log Analysis
Import Additions
• Import Donor Memos• Import Donor Addresses• Import Gift in Kind Donation• Import Volunteer Hours
Volunteer Opportunities
Volunteer Sessions
Volunteer Hours
Hours Tab
Credit to Donor
Family Tab
Volunteer
Schedule
Volunteer Pledge
Connect Hours to Pledge
Volunteer Analysis
Events – Linking Funds
Events – Linking Tasks
Events – Linking Participation
Events – Linking Resources
Events – Donations Tab
Events – Action Tab
Events – Volunteer Hours Tab
Events – Relate to Donor Selection