Familiarize yourself with FastFund’s integration features by completing these 3 steps in your environment:
- Observe Shared Entities: Navigate to Lists > Constituents. Open any constituent record and look at the top right corner of the header for the Sub Classes area. If the constituent is also a Vendor or Client, you will see those words listed in blue text.
- Review Account Links: Navigate to Lists > Gifts (under Campaign Management). Open an existing Gift designation and look at the Account drop-down field. Notice how it displays the full, multi-segment general ledger account number pulled from the Accounting module.
- Check the Dashboard: Look at the top horizontal menu bar and click the module drop-down (next to your company name). Observe how you can easily toggle your workspace between the Fund Raising, Accounting, and Payroll modules if you have the necessary user permissions.