Difference between revisions of "ProDon:In Memoriam Donation"

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== Introduction ==
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== Introduction ==
 
 
  
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This document explains the establishment and the structure of the ''In Memoriam Gift'' which allows you to manage simple donations as well as complex ones and it also offers the possibility to follow-up with the families.
  
 
== Configuration ==
 
== Configuration ==

Revision as of 09:51, 5 July 2011

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Introduction

This document explains the establishment and the structure of the In Memoriam Gift which allows you to manage simple donations as well as complex ones and it also offers the possibility to follow-up with the families.

Configuration

Configuration of the master documents

Thank you letter to the donor

Letter to the family

Add a donation occasion (specifically for In Memoriam Gifts)

Add an activity

Enter transactions

Memoriam tab

Participants tab

Transactions transfer

Printing of the thank you letter to the donor

Letter and follow-ups with the families

Follow-ups management

Preparing the follow-up documents for the family