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The Development section of our documentation focuses on the Development module and associated workflows.
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Development 3.0 FAQs (13)
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Development 3.0 Updates (36)
- Development 3.0 Overview
- Development 3.0 Homepages Overview
- Development: Comprehensive Campaign and Annual Fund Homepages
- Development: Configuration Homepage
- Development: My Opportunities Homepage
- Fundraising Activities
- Moves Management
- Objectives
- Opportunities
- Rating, Scoring, and Screenings
- The Household Constituent Record
- The Organization Constituent Record
- Associating General Campaigns with Comprehensive Campaigns
- Opportunity Import Type
- Person Screenings Import Type
- Development 3 Webinars
- Development Homepage Overview
- Development Terminology Overview
- Campaigns, Funds, & Event Terminology
- Configuring Funds
- Configuring an Annual Fund Campaign
- Development Classifications
- Development Roles
- Online Giving Form Configuration
- Primary Development Role
- How do I update the Campaign Summary Reports on the Development homepage?
- Appeals & Fundraisers
- Constituent Reports
- Individual Event Tracking in Development
- Summary Reports
- What is the difference between a Summary Report and a Constituent Report?
- What is the Classification Value function field and how is different from the other Classification function fields (Classification Exists and Classification List)?
- How can I make changes to the Annual Giving Summary document?
- On the Development Homepage what does the “My Events for Review” report show?
- What criteria are used to determine local and non-local Alumni group members?
- Giving History Overview
- Giving History Maintenance
- Annual Giving Summary Document
- Why does a household display a Giving History for a campaign with no corresponding gifts listed on the Gift Detail tab?
- What is Giving History record in the Development module?
- Does the Annual Giving Summary document include gifts-in-kind?
- Prospect Management Overview
- Solicitation Group Overview
- Configuring Solicitation Groups
- Do Not Solicit Field
- Donor Profile Document
- Financial Aid Provided Field
- Solicitor Portal (Legacy)
- Development Office Workflows During COVID-19
- Solicitor Portal
- How do I add new development roles?
- How do I send separate pledge reminder emails to both the HOH and Spouse?
- How do I send a thank you email for one donation to a donor with multiple donations on their record?
- How do I change solicitation group membership (Dev 2.0)?
- How is the "Is Matching Org" status determined in development queries?
- Where can I go to view any changes made to the Solicitation Group for a household?
- Can a constituent's Primary Development Role change over time?
- Where is a constituent's Primary Development Role recorded in Dev2?
- Can a constituent have more than one development role?
- On the Development Homepage what does the "Pending Tasks" report show?
- What are the donor cultivation stages?
- When people get married, how do I manage their constituent, household, and person records?