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Alumni & Development: Setup Training Agenda

Estimated Time: 2 hours

Audience: Individual(s) responsible for the technical configuration for constituents and giving. It is helpful to have business staff familiar with how gifts are recorded in the accounting system.

Prerequisites:

• Introduction to Campus Cafe for Functional Users

Topics:

1. Constituent Codes

   • Constituent type (MMCONS)

   • Special codes (MMSPEC)

   • Club codes (MMCLUB)

   • Other codes (MMOTHR)

   • Additional Constituent Definitions

2. Relationship Types (MRRLCC)

   • Reciprocal relationships

3. Cost Center & General Ledger Codes (covered in detail in separate training)

4. Transaction Codes (covered in detail in separate training)

5. Activity Tracking Templates (covered in detail in separate training)

   • Thank You (must be in member M)

   • Other

6. Alumni Funds

7. Gift Purposes

8. Gift Characterization Settings

   • Appeal Code (MNSRNO)

   • Solicitor Code (XXSLNO)

   • Campaign Code (MNCATG)

   • Anonymous Code (MNANCD)

   • In-Kind Code (MNIKCD)

   • Pledge Code (MNPLCD)

9. Project Expense Tracking Codes (PETs)

   • Project Header

   • Project Details

10. Configure Online Donation Portal