QUIZ

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Learning Path: Development & Fundraising Quiz

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1. Where do you select Acknowledgement Emails templates for Donations? (pick two)

From the Donation, based on the type of donation

Individually on Donation Forms

In the Organization Settings tab

In Setup, under Classic Email Templates

2. Where do you enter Pledge Payments from?

From the Contact record

From a Donation Form

From a Campaign

From the Pledge record

3. What Donation roll-up fields come with PatronManager?

Amount Donated In Last # Days, Amount Donated This Fiscal Year, and Amount Donated Last Fiscal Year

Last Donation Date, First Donation Date, and Largest Donation Date

Lifetime Donation History (Amount), Lifetime Donation History (Number), Last Donation Amount, and First Donation Amount

All of the above

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