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Section 6
Section 6
User Stories for this section
Acknowledgement Integration - Sdocs
As a(n) Development Coordinator, I need to print acknowledgement letters from gifts and tribute letters for memorium/honorarium designations so that we can recognize donors in an expeditious manner.
Reports and Dashboards
As a Marketing Director, Development Director, or Executive Director, I need to be able to pull lists of donors and donor analytics easily so that we can send mailings and make strategic development and marketing decisions.
Automated Thank You Email
As a Development Coordinator, I need to send email acknowledgements automatically when new gifts come in so that I can recognize donors in an expeditious manner.
Tasks: Section 6
Task
Start Date
End Date
Assigned to
Status
Category
1
Create Donor Retention Report
Not yet started
Configuration
2
Create Communication Capability Report
Not yet started
Configuration
3
Create Deluxe Report Type
Not yet started
Configuration
4
Create an acknowledgement automation
Not yet started
Configuration
5
Acknowledgement S-docs download
Not yet started
Integration
6
Create Documentation for Users
Not yet started
Training and Documentation
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