Practice segmenting your database by completing these 3 steps in your FastFund environment:
- Navigate to Constituent Codes: Go to Lists > Constituents and click on any donor’s name to open their record. Click the Codes tab at the top of the screen.
- Assign an Attribute: Select Attribute from the Code Type drop-down and click New +. Select a code like “Newsletter Recipient” or “Major Donor,” type a brief note in the Comments field, and click SAVE.
- Assign a Role: Change the Code Type drop-down to Role and click New +. Select “Board Member” or “Volunteer.” Practice entering a From Date for today, leave the To Date blank, and click SAVE.