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Contributor Relations-Queries

edited Sep 26, 2017 5:04AM in Campus Solutions - PSFT (MOSC) 2 commentsAnswered

Hello,

I have some queries regarding Contributor Relations.

  1. Is it possible to log a gift or pledge without it being linked to a campaign? is it necessary to create (or make up) campaigns for them as well?
  2. What is the difference between a constituent and a prospect?
  3. Can I search specifically for attachments included with my constituent data?
  4. There is no option for logging a matching gift in any of the sessions. Can that be added?
  5. Can I shift funds from one campaign budget to another? If yes, how?
  6. what is the order of managing the data entry for a regular donation (say for a full financial cycle June 2017-2018)?
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