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Navigation: Configuration Workflows

Funds Management Configuration Workflow

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The following list defines the suggested order in which you should configure Funds Management. Each subsequent component/element relies on the previous components/elements to have already been created.

1.Funds Management application

a.Programs

b.Campaign

c.Appeals

d.Funds

e.Gifts

2.General Configuration application

a.Lists (the receipt templates and thank you templates lists)

3.Tax Receipts and Thank You Letters