The objective of this project will be as follows:
Donation Module
* Update the existing Donation page with 4 new fields and 1 new section if a checkbox is clicked upon. (the one new section would have 10 new fields such as name, address, city, state, zip, country, phone.
* Create a new page called Settings with two sections, general and templates. ? Settings would contain 2 default email? notifications? (so rules would need to be created) as well as two checkbox like "Willing to receive calls?"
* Create two new templates, receipt and Thank-You template that would pre-populate into a donation and allow you to update it and then send it.
* During std donation allow for recurring donation/gift functionality as well as update the User Management Module
Add?
Update User Management Module (donation tab) with 5 new fields
Create Contact Tab (under the User Management Module)
Provides? a list of contact activities with notes using the pre-existing Task Management functionality
7 new business rules such as Email donation thank you letter, alert employee's of upcoming donation (recurring) alert default employee email address that a? manual? receipt needs to be sent out, plus 4 other rules.
Cheers,
Up