Fundraising testing

Test and review the following items related to Fundraising.

Gifts

1. Can you create a new gift item?
2. Can you enter a new gift as a staff person?
   • Can you review the gift on the donor's account page?
3. Can you enter a new gift as a donor (non-staff)? To test this, go to your public-facing site and try to enter a gift logged in as a non-staff person.
   • Can you review the gift on the donor's account page?
4. Can you adjust or reverse a gift?
5. Can you enter a gift as a tribute?

Receipts

1. Can you issue receipts? Email and print?
2. Can you find the receipts?
3. If you have a custom receipt, are the receipts using the correct PDF template?

Queries

1. Review the queries you use to review gift and donor history. Do those queries look correct?
2. Is there other data you want to review that you are not seeing?
3. Does the information on the Fundraising Dashboard look correct?

Importing donations

1. Can you import donations?
2. Can you review the donations on the donor's account page?
3. Does the import look correct?