https://fdnpartners.wiki/ 2026-05-19T13:03:30+00:00 https://fdnpartners.wiki/ https://fdnpartners.wiki/lib/exe/fetch.php?media=logo.png text/html 2024-11-13T23:22:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:1accounts&rev=1731540154&do=diff Accounts This section is for working through buttons, related lists and Lightning Pages for the Account object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Accounts * Select Household Layout created in earlier step, Click text/html 2024-11-14T21:09:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:2contacts&rev=1731618580&do=diff Contacts This section is for working through buttons, related lists and Lightning Pages for the Contact object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Contacts * Select Page Layouts, Select Contact Layout created in earlier step, Click text/html 2024-11-14T21:08:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:3affiliations&rev=1731618482&do=diff Affiliations This section is for working through buttons, related lists and Lightning Pages for the Affiliation object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Affiliation * Select Page Layouts, Select Affiliation Layout created in earlier step, Click text/html 2024-11-14T21:08:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:4addresses&rev=1731618521&do=diff Addresses This section is for working through buttons, related lists and Lightning Pages for the Address object. Content * Page Layouts * Lightning Page Page Layouts Separate Page Layouts exist for Organizations and Household due to seasonal address fields on the Household layout. Prepare separate layouts. text/html 2026-02-12T16:42:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:4opportunities&rev=1770914524&do=diff Reverse/Correct Opportunities Opportunities track potential or expected donations before they are received. They allow staff to manage pledges, planned giving, and fundraising pipelines prior to gift entry. Donor 360 gives users the option of reversing or correcting an opportunity that has already been posted. text/html 2025-05-16T20:20:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:5letter_generation&rev=1747426810&do=diff Letter Generation This section covers general setup of Letter Generation tool included in the Donor 360 package. It includes general permissions, page layouts, templates, automation to assign templates and letter output. NOTE: The Letter Generation tool generates the text of a letter which is then merged with a Word document using a document merge tool such as Conga or Apsona (licenses needed). text/html 2025-06-06T21:39:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:5opportunities&rev=1749245997&do=diff Opportunities This section is for working through Donor 360 related uses for Opportunities. Content * Opportunities Page Layouts text/html 2025-05-16T20:14:27+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:letter_generation&rev=1747426467&do=diff Letter Templates Overview This section will review how the Letter Template is designed to work and guide setup of a letter template. Create a Letter Template * From App Launcher, search and select Letter Template, Click New * Add a Name for the template