Configure settings for Fundraising and Engagement

Intermediate
Beginner
Business User
Functional Consultant
Industry Solutions
Microsoft Cloud for Nonprofit

Configure settings used across different areas of Fundraising and Engagement such as constituent records, opportunities, and events for tracking and segmentation purposes.

Learning objectives

In this module, you will:

  • Configure and use giving levels
  • Set up preference categories
  • Configure and use objectives
  • Configure objective budgets

Prerequisites

None