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Section 3
User Stories for this section
Campaign setup
As a Marketing Director, I need to group donors for appeals and board/committee communication so that we can pull reports on campaign success and easily communicate with groups in mass.
General Accounting Unit Setup
As a bookkeeper, I need to designate gifts to specific funds so that we can understand the amount of restricted and unrestricted funds we have received.
Tasks: Section 3
Check
Task
Start Date
End Date
Assigned to
Status
Category
Create Campaigns
Not yet started
Configuration
Add members to campaign via report
Not yet started
Learning
Create General Accounting Units
Not yet started
Configuration
Create an Opportunity with new GAU
Not yet started
Learning
Create an email acknowledgement template with enhanced letterhead
Not yet started
Data Import
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