Familiarize yourself with FastFund’s error prevention and correction tools by completing these 3 steps in your environment:
- Trigger a Validation Error: Navigate to Transactions > Donations/Receipts. Select a Donor, but leave the required Amount and Appeal fields completely blank. Click SAVE and observe how the system halts the process and flags the missing required fields with an error. Click Cancel.
- Explore the Merge Names Tool: Navigate to Utilities > Merge Names (under Data Management). Look at the interface where you would designate a Merge From entity and a Merge To entity. Notice the Delete After Merge checkbox at the bottom.
- Check Your Duplicate Emails: While still in the Utilities menu, select Duplicate Emails. Review the list to see if you have any constituent records sharing the exact same email address that might need to be consolidated.