Test and review the following items related to Fundraising.
Gifts
- Can you create a new gift item?
- Can you enter a new gift as a staff person?
- Can you review the gift on the donor's account page?
- 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?
- Can you adjust or reverse a gift?
- Can you enter a gift as a tribute?
Receipts
- Can you issue receipts? Email and print?
- Can you find the receipts?
- If you have a custom receipt, are the receipts using the correct PDF template?
Queries
- Review the queries you use to review gift and donor history. Do those queries look correct?
- Is there other data you want to review that you are not seeing?
- Does the information on the Fundraising Dashboard look correct?
Importing donations
- Can you import donations?
- Can you review the donations on the donor's account page?
- Does the import look correct?