Customers: Set up fundraising

To set up fundraising in Customer Management, you will:

• Define activity types
• Create general lookup/validation tables
• Set up fundraising options
• Add information to a customer record
• Set up matching plans in company records

More:
Defining activity types
General lookup/validation tables for Fundraising
Customer - Set up Fundraising options
Adding solicitor data to a customer record
Adding fundraising information to a customer record
Adding notification information to a customer record
Creating matching plans in company records