Alumni & Development: Setup

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