A Few New Items for Finance Users

Leah.Davenport • February 4, 2014

I am combining these items in one blog post because they relate only to those users with the Finance role. Click the links below to read more about each item.

  • Envelope and Statement Options  - You can now edit these on a person’s record (in addition to those with Membership role). We also display them in two places in the New UI: on the Profile tab and Giving > Statements tab. Just click the pencil to edit.
  • Default Bundle Type - You can now have your System Admin change the type of Bundle that displays first when you are creating a new bundle.
  • Giving tab - There are several options under this tab. Any user, including your My Data users, can access these links on their own record:  Manage Your Recurring Giving and Make a One-Time Gift.