The Development section of our documentation focuses on the Development module and associated workflows.
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Development 3.0 FAQs (5)
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Development 3.0 Updates (25)
- 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 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?
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Prospect Management and Solicitation FAQ (0)
- 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?
- What are the donor cultivation stages?