Use this link to share with your colleagues:
PM Admin Cert Module 12: Development Administration: https://help.pm.leapevent.tech/a/1464208
In this module, we'll focus on:
- Donation Record Types
- Sales Processes / Sales Paths
- Donation Forms
- Acknowledgements
- Donation reporting
Help Tab articles for this module:
- How to Add, Edit and Retire Picklist (Drop-Down Menu) Values
- What to Do When a Value isn't Showing up in a Picklist (Dropdown Menu)
- Introduction to Record Types (Video Tutorial)
- How to Create a Custom Record Type
- What is the Donation Probability Percentage?
- How to Set a "From" Email Address
- How to Adjust the Way Packaged Donation Roll-Ups Work
- Your Donation / Ticket Administrators & Why They Matter
- Payment and Confirmation Exceptions on Donations and How to Resolve Them
- All About Donation Forms
- How to Create/Edit Donation Forms
- How to Use Google Analytics on Donation Forms
- How to Edit Donation Email Templates
- How to Figure Out Which Confirmation Email Will Send
- How to Create Individual Mail Merge Templates in PatronManager
- How to Create Batch Mail Merge Documents from PatronManager
- How to Generate Individual Mail Merges in PatronManager
- How to Report on Original and Matching Donations
- How to Report on Your Donation Pipeline and/or Accounts Receivable
- How to Use the Donation Summary Report
- How to Schedule or Subscribe to a Report
- All About CRM Snapshots
- Basic Reporting Customizations
- Advanced Reporting Customizations
- All About Reporting