Lightning - Income

Donations and Memberships - Opportunities Overview
This article explores  Donations and Memberships. These are Opportunity records in Salesforce. Opportunities are typically used in Salesforce to support a ...
Wed, 4 Jul, 2018 at 11:51 AM
Donations and Memberships - Contact Roles
This article discusses Contact Roles related to Opportunities. Contact Roles help you to manage the Contacts associated with each Opportunity so that you ca...
Wed, 4 Jul, 2018 at 11:52 AM
Donation Receipting - Generating Annual Receipts
This article steps you through the process for generating Annual Receipts using the Donation Receipt Generation Page. An Annual Receipt provides a summary o...
Wed, 4 Jul, 2018 at 11:53 AM
Donation Receipting - Generating Individual Receipts
This article steps you through the process for generating an Individual Donation Receipt using the Donation Receipt Generation Page. This function is used t...
Wed, 4 Jul, 2018 at 11:56 AM
Donation Receipting - Generating Direct Mail Receipts
This article steps you through the process for generating Direct Mail receipts using the Donation Receipt Generation Page. Contacts who make a Donation but ...
Wed, 4 Jul, 2018 at 11:57 AM