GiftWorks Top 5 Setup Features from FrontStream Media on Vimeo.
- Settings > Organization Details: Set your organization information such as organization logo, currency, fiscal year, and whether or not your organization allows zero-dollar donations.
- Settings > Custom Fields: Add and organize constituent and donation custom fields to capture specific information for your organization.
- Settings > Manage Fields: Change GiftWorks Fields list values for your organization such as Campaigns, Appeals, Constituent Source, and Funds.
- Settings > Manage Users/Manage Roles: Add any user that will need access to your GiftWorks Cloud database, along with creating a defined role for that user to secure what they can/can't do within the database.
- Settings > Constituent Groups: Add and organization Constituent Groups to assist in further classification of your Constituents such as a list of Board Members, Sponsor, or Volunteer.
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