DenariOnline Basic Training Workbook

Table of Contents

CD 1 – Track 1: Getting Started.. 7

Ø Navigation. 7

Ø Overview.. 7

Ø System Requirements. 7

Ø Login to the Training Company. 7

Ø Help System.. 7

CD 1 – Track 2: Funds/Departments/Appeals/Campaigns.. 7

Ø Function of Fund Codes and Appeal Codes. 7

Ø Set up Fund Code. 7

Ø Function of Departments. 7

Ø Set up a Department 8

Ø Set up Appeal Code. 8

Ø Function of Campaigns. 8

Ø Set up a Campaign Code. 8

CD 1 – Track 3: Lookups and Control Buttons.. 9

Ø Lookup/Search Page. 9

Ø Control Buttons. 9

CD 2 – Track 1: Name Types and Name Classifications.. 9

Ø Discuss the two ways to code donors for reporting and segmentation purposes. 9

Ø Set up Name Types. 9

Ø Create Classifications. 9

Ø Classifications. 10

CD 2 – Track 2: Name List Management.. 10

Ø Go to Donors/Name List 10

Ø Click ADD NEW to create a new name record. 10

Ø After Denari checks for Dupes it takes you to the Main Name Screen. 10

Ø Discuss fields below that are not intuitive. 10

Ø Short Button/Link Bar. 11

Ø Other Tables Drop Down Field. 11

Ø Classifications. 11

Ø Alt. Addresses. 11

Ø Gift History. 11

Ø Stats. 12

Ø Pledges, Contacts. 12

Ø Discuss Floating Navigation Bar. 12

CD 2 – Track 3: Membership.. 12

Ø Set Up. 12

Ø Donor Record Access. 12

Ø Gift Record Access. 12

Ø Reports. 13

CD 3 – Track 1: Gift Processing, Part 1. 13

Ø Go to Gifts/Gift Batching. 13

Ø Batch Edit Form.. 13

Ø Discuss Splits. 13

Ø Gift Entry. 14

Ø Multi-Split Gift Entry. 14

Ø Discuss Make Default Gift/Get Default Gift 15

CD 3 – Track 2: Gift Processing Continued, Part 2. 15

Ø Batch Edit Form Again. 15

Ø Report Process. 15

Ø Gift Adjustments. 15

Ø Go to Gifts/Letters. 16

Ø Receipts. 16

Ø Print Envelopes or Labels. 16

Ø Soft Credit Letters. 16

CD 4 – Track 1: Name Segmenter.. 16

Ø Discuss Name Segmenter. 16

Ø Go to Report Tools/Name Segmenter. 17

Ø Basic Page. 17

Ø Classes In/Classes Out Pages.