Alumni & Development: Setup

Owned by Bryan Riddle
Last updated: Jul 31, 2024 by Miranda Thomas
1 min read

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:

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