Familiarize yourself with how data flows between your modules by completing these 3 steps in your FastFund environment:
- Check for Shared Entities: Navigate to Lists > Constituents. Open a constituent’s Details screen. Look in the upper right corner of the header for the Sub Classes field. If the constituent is also a Vendor or Employee, the link will appear here.
- Access an Existing Entity: While in the Constituents list, click New + and select New from Existing Entity. Filter the list by “Employee” or “Vendor” to see how the system allows you to pull names directly from Payroll or Accounting into Fund Raising. Click Cancel to close the window.
- Review Shared Codes: Navigate to Lists > Codes. Click the Code Type drop-down and select Attribute. Note that the attributes listed here are the exact same attributes available to your fiscal team when they classify Vendors in the Accounting module.