Getting Started with Your Panorama Donor Management Tool: Top 3 Setup Features

1. Settings > Organization Details:

Set your organization information such as organization logo, currency, fiscal year, reply-to email address, reply-to name, and whether or not your organization allows zero-dollar donations.

2. Settings > Manage Fields:

Add GiftWorks Fields list values for your organization.

3. Settings > Custom Fields:

Add and organize custom fields for constituents and donations to capture specific information for your organization that is not being captured through the existing fields.