Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

End User Guides & Training Manuals

Change Log

...

Document

...

Date Updated

...

Change Log

...

All

...

10/05/2021

...

Initial upload

...

EziDebit Guide

...

10/06/2021

...

Uploaded Version 1.0

...

Campaign Management Version 1.1

...

28/07/2021

...

Added section on Campaign Member Dedupe

...

Receipting Version 1.1

...

28/07/2021

...

Updated section on Consolidated Statements (Annual Tax Statement)

...

Recurring Donations Guide

...

25/08/2021

...

Uploaded Version 2.0

Version Register

...

Document

...

Document ID

...

Current Version

...

Campaign Management

...

1.1

...

Receipting

...

1.1

...

Ezidebit

...

FA-GATEWAYS-EZIDEBIT-GUIDE

...

1.0

...

Recurring Donation

...

FA-RD-GUIDE

...

2.0

Files

View file
nameSalesforce_Basics-_June_2020_Release.docx
View file
nameReports_and_Dashboards-_Feb_2020_Release.docx
View file
namePayment_Processing-_May_2020_Release.docx
View file
nameMajor_Gifts_and_Bequests- August 2020 Release.docx
View file
nameGlossary_and_Concepts-_March_2020_Release.docx
View file
nameCampaign_Management_in_Salesforce-_Feb_2020_Release.docx
View file
nameBulk_Data_Import-_Feb_2020_Release.docx
View file
nameBatch_Donation_Processing-_Feb_2020_Release.docx
View file
nameAuxiliary_Data_Entry_Functions-_April_2020_Release.docx
View file
nameAccount_and_Contact_Maintenance-_June_2020_Release.docx

...

View file
nameFA-RECURRING-DONATIONS-GUIDE.pdf
View file
nameReceipting April 2020 Version 1.1.pdf
View file
nameCampaign Management Version 1.1 February 2020.pdf
View file
nameRegular_Giving-_Feb_2020_Release.docx
View file
nameFA-GATEWAYS-EZIDEBIT-GUIDE.pdf
View file
nameCampaign_Management_in_Salesforce-_Feb_2020_Release.docx
View file
nameAuxiliary_Data_Entry_Functions-_April_2020_Release.docx

Attachments

Attachments
previewfalse
uploadfalse
oldfalse

Change Log

Document

Date Updated

Change Log

All

10/05/2021

Initial upload

EziDebit Guide

10/06/2021

Uploaded Version 1.0

Campaign Management Version 1.1

28/07/2021

Added section on Campaign Member Dedupe

Receipting Version 1.1

28/07/2021

Updated section on Consolidated Statements (Annual Tax Statement)

Recurring Donations Guide

25/08/2021

Uploaded Version 2.0

Version Register

Document

Document ID

Current Version

Campaign Management

1.1

Receipting

1.1

Ezidebit

FA-GATEWAYS-EZIDEBIT-GUIDE

1.0

Recurring Donation

FA-RD-GUIDE

2.0