Field Manager
User Management
App & Role Settings
- Role Settings - Telephone
- Role Settings - User Priviledges for Timesheet
- Organization Settings
- Custom Settings - Form Payment Name
- Custom Settings - Age Brackets
- Custom Settings - Client User
Campaign Setup
- Before Setting Up a Campaign
- Accessing Campaign Setup Screen
- Setting Up Donation Form Layout
- Setting Up Donor Info Page on Form
- Setting Up Payment Info Page on Form
- Setting Up Signature Page on Form
Donor Manager
- Sharing Folders
- Creating Folders
- Deleting Folders
- Donor Manager Data Search
- Editting Records in Donor Manager
- Signature Page - Direct Debit Request (DDR) Signature