Please complete this task first! From a gift record, under Opportunities, select Edit to link an existing or new opportunity, you can even choose one that is tied to another constituent. After completing this task, let us know how this capability supports your fundraising goals or improves your workflow.
Please complete task #1 before answering. Navigate to a constituent record and check out the Tribute tile—your hub for managing tribute gifts in web view. Once you've entered a tribute, tell us what type you created and share your experience using this functionality.
Please answer task #1 and task #2 before answering. Automated pledge processing has arrived and is a new feature! When creating a pledge from Home, New, Gift or within a constituent record, choose credit or debit card under Payment method. After entering a pledge, please share how you think this will help streamline your…
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