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Section 3
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
1
Create Campaigns
Not yet started
Configuration
2
Add members to campaign via report
Not yet started
Learning
3
Create General Accounting Units
Not yet started
Configuration
4
Create an Opportunity with new GAU
Not yet started
Learning
5
Create an email acknowledgement template with enhanced letterhead
Not yet started
Data Import
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