Lesson 3.11 Activity
- Identify Shared Entities: Think of an employee at your organization who is also a regular donor, or a vendor who also utilizes your services. Recognize how they would be represented as two different Entity types in FastFund but share the exact same Entity ID and contact information.
- Review Name Fields: Log into FastFund, navigate to Lists > Employees, and open a test employee’s record. Look at the Details tab and identify the Display Name field versus the Contact Name 1 field to see how the system handles payroll printing versus mailing salutations.
- Locate Sub Classes: Look at the top right corner of the employee’s Header Information. Locate the Sub Classes area to see where the system flags if this individual is also a Constituent, Vendor, or Client.