Raisers' Edge - Web View

Webview functions

Below are some useful links on some of the WebView functions:

• Workflow Designer
• Donation Forms
• Email
• Reports and dashboards
• Lists
• Tags and Recommendations see here for more detail
• Donor Attrition & Link here for more detail.

Work Centre- WebView only

In the work Centre you can easily view and access all records and relationships you manage as a fundraiser, or that you simply wish to work with in a meaningful way. Read more about the Work Centre here.

In order for each user to have access to the work centre the following process which we completed for you both should be followed

• Create user as a Constituent
• Find Constituent in the WebView
• Select Mark As > Fundraiser > Search for user account

Assigned Fundraiser

Constituents and Actions can be assigned to a fundraiser, which appear in the Work Centre. When you assign a Constituent the Fundraiser Type can be used to track the relationship.

Fundraiser types are configured within the tables area in WebView.