AudienceView Connect
AudienceView Documentation

Funds Management Configuration Workflow

The following list defines the suggested order in which you should configure AudienceView's Funds Management funtionality. Each subsequent component/element relies on the previous components/elements to have already been created.

  1. Funds Management application
    1. Programs
    2. Campaign
    3. Appeals
    4. Funds
    5. Gifts
  2. General Configuration application
    1. The Receipt Templates and Thank You Templates lists
  3. Tax Receipts and Thank You Letters