Review your organization’s setup and workflows by completing these 3 steps in your FastFund environment:
- Review Your Codes: Navigate to Lists > Codes (under the DATA section). Look through your Attributes, Classifications, and Affiliations. Can you spot any overlapping or confusing tags that your team should consolidate for better reporting?
- Check for Redundant Names: Navigate to Utilities > Duplicate Names. Generate the report to see if any users have accidentally created multiple profiles for the same donor that need to be merged.
- Verify the Golden Mailing Rule: Navigate to Reports > Report Filters. Open any saved filter your organization uses to generate physical mailing lists. Check the Filter Criteria tab to ensure the
Address Select Is True rule is firmly in place.