Navigating The Dashboard



The Development Dashboard

 

WIDGET: Online Giving
TO DO ITEM: This provides a list of unprocessed gifts that have been made from all OASIS web pages (ie. projects, campaigns)

WIDGET: Help Fund Me
TO DO ITEM: This provides a list of Help Fund Me "pull requests" that are awaiting your institutions funding request from OTGS (Oasis Technologies Gift Services)

WIDGET: Planned Giving
TO DO ITEM: This provides a list of all Planned Giving items that are waiting for you to process.

WIDGET: Campaign Giving
TO DO ITEM: This provides a list of all Campaign Pledge / Giving items that are waiting for you to process.

WIDGET: Pending Gift Receipts
TO DO ITEM: This provides a list of all Gift Receipts that are waiting to be generated. (Single Item Printing Only)

WIDGET: Pending Pledge Receipts
TO DO ITEM: This provides a list of all Campaign / Pledge Receipts that are waiting to be generated. (Single Item Printing Only)

 

 


All articles in the Knowledge Base have been submitted by one of our users, from one of our member schools (colleges / universities).  
If you would like to become a Knowledge Base contributor please contact us through the Help Desk and let us know of your interest.

 

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