ProDon:In Memoriam Donation
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Revision as of 09:44, 5 July 2011 by
Ncarrier
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Template:Header ProDon
Contents
1
Introduction
2
Configuration
2.1
Configuration of the master documents
2.1.1
Thank you letter to the donor
2.1.2
Letter to the family
2.2
Add a donation occasion (specifically for
In Memoriam Gifts
)
2.3
Add an activity
3
Enter transactions
3.1
Memoriam tab
3.2
Participants tab
4
Transactions transfer
5
Printing of the thank you letter to the donor
6
Letter and follow-ups with the families
6.1
Follow-ups management
6.2
Preparing the follow-up documents for the family
Introduction
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
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