Lesson 4.4 Activity

Familiarize yourself with managing specialized donor types by completing these 3 steps in your FastFund environment:

1. Enable a Code Tag: Open an Individual constituent’s record. In the header, check the Volunteer box under Code Tags, and click SAVE. Notice how the new horizontal “Volunteer” tab instantly appears at the top of the screen.
2. Build a Profile: Click the new Volunteer tab. Set their Status to Active Volunteer. Type “Accounting” in the Skill 1 field, and “Fridays after 3:00 PM” in the Availability field. Click SAVE.
3. Practice Data Removal: At the top of the Volunteer tab, click the red DELETE VOLUNTEER button and click OK to confirm. Return to the constituent’s Details tab and observe how the Volunteer Code Tag is now unchecked.