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Procedures (Constituent Guide (Codes, Relationships, Addresses/Salutations…
Procedures
Constituent Guide
Codes
Relationships
Addresses/Salutations
Addresses/Change procs
Orgs vs. Individuals (Donor Funds)
Gift Processing
Online
Check/Cash
need best practices for logging/opening checks
Pledge gifts
Reconcile QB to RE
Soft Credits
Events
Creating
Access in NXT
Funds/Campaign/Appeal/
Naming conventions
Active/inactive
Proposals
Managing statuses
Flocknote to RE sync