Certification

Certification: Configuration


Description
This certification is designed for charity project managers who are managing onboarding Donorfy at their charity, or are the in-house champions of the CRM. This certification is a follow-up to the Configuration in-person training.

This certification will cover:

- Constituent Types
- Connection Types
- Purposes
- Tags and Tag Categories
- Activities
- Data in Activities
- Financial settings

Type: Certification

Content
  • Configuration
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year