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 constituent and donation custom fields to capture specific information for your organization that is not being captured through the existing fields