Top 5 Things To Do When Creating Your GiftWorks Cloud Database (VIDEO)

GiftWorks Top 5 Setup Features from FrontStream Media on Vimeo.

1.  Settings > Organization Details: Set your organization information such as organization logo, currency, fiscal year, and whether or not your organization allows zero-dollar donations.
2. Settings > Custom Fields: Add and organize constituent and donation custom fields to capture specific information for your organization.
3. Settings > Manage Fields: Change GiftWorks Fields list values for your organization such as Campaigns, Appeals, Constituent Source, and Funds.
4. 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.
5. 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.