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Setting up Fund Raising in Customer Management

In This Section

Defining Activity Types

Creating General Lookup/Validation Tables

Customer - Set up Fund Raising options

Adding Solicitor Data to a Customer Record

Adding Fundraising Information to a Customer Record

Adding Notification Information to a Customer Record

Creating Matching Plans in Company Records

See Also

Fund Raising System Setup

Setting up Fund Raising (in Fund Raising)

Fund Raising Accounting


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