Application Access - Security

• Duo Installation and Enrollment

Working Remotely

• Remote meeting performance tips 
• Campus Call Remote Connectivity
• Closed Captioning in Teams

Help Center

• Moving Webex Recordings to Box
• Getting Started with the ThinkSmart Hub
• Accessing Zoom Meeting Settings
• How To Invite External Users to Chats - Teams
• Changing a Zoom Meeting to Teams
• How To Recreate an Outlook Profile on a Mac

See all 20 articles

Guest Information

• Day of The Badger F.A.Q.s
• How to connect to WFAA guest Wi-Fi

About Advancement Resources

• What information is available on the Advancement Resources website?
• How to complete a List & Report request
• How to complete a Project, Event, & Registration request

Account Basics for Advancement Resources and ABE CRM

• How to get an account for fund reporting or constituent information
• How to get additional access to constituent or fund information
• What is my username (and password) for Advancement Resources or ABE CRM?
• How to update your password in Advancement Resources
• How do I reset my password in Advancement Resources?

Fund Management

• How to complete a check request
• How to complete a gift deposit
• How to edit or review a submitted check or deposit request

Fund Reporting

• Advancement Resources: Donor Acknowledgement Report Job Aid
• Advancement Resources: Donor Acknowledgement Report Documentation
• Advancement Resources: Fund Stewardship Report - Complete Reference
• How to request a fund be added to your fund list
• What is included in my list of funds?
• How to filter funds for a fund report

See all 19 articles

Constituent Management

• Options for tracking groups of constituents in ABE
• Tabs on constituent records are inconsistently “sticky”
• How to search for an existing constituent
• How to add or update a constituent address in ABE CRM
• Records Management: Manually adding a new region code
• How to access OnBase documents in ABE CRM

Constituent Reports

• Communication Planner - Donors to Unit/Dept/Fund Report - Complete Reference
• Alumni Report by Geography (CST1035)
• Household / Organization Giving Report Complete Reference (CST1017)
• Honor Roll (CST1052)
• Demographic Profile Report complete reference
• Affiliation Member Information Report

See all 13 articles

Development Reports

• Portfolio Report complete reference
• My Prospect Alerts - Steps and Interactions
• My Prospect Alerts - Event Registration
• My Prospect Alerts - Recently Marked Deceased
• My Prospect Alerts - Recent Gifts and Pledges
• Prospect Plan Report complete reference

See all 41 articles

OnBase Document Management

• OnBase Contracts Reference Guide
• What is OnBase?
• Document types in OnBase (constituent and fund)
• How to add a document to a fund or constituent via OnBase
• MOAs and FOAs visibility to campus partners

Research and Prospect Management

• Chancellor's prospects and other VIPs: Policy
• Prospect Plan Concepts
• How to Work with Prospect Plans
• Wealth and Ratings
• Video: Prioritizing Prospects and Requesting Research

Apple iPhone and iPad

• Outlook Mobile App FAQ
• How to Set Up Email on Outlook App
• Return a WFAA issued iPhone

Software Installation Instructions

• Installing Adobe Acrobat DC (Pro) Using Adobe Creative Cloud

Desk Phone

• Printable Phone Lists

Finance and Accounting

• Financial Edge: "Production Environment" and "WAA Fundware History 2006_2014" Database Selection Screen
• Financial Edge: How do I report an issue in Financial Edge?
• Financial Edge: How to use Remote Desktop to access FE Client virtual environments
• Financial Edge: Journal Code Types
• Gift Processing: Documentation needed for processing credit card gifts
• Gift Processing: When to combine all gifts on one form

Microsoft Outlook

• Adding Phish Alert V2 in Outlook
• How To Use The Phish Alert Plug-In
• Calendly
• How to remove and re-add Outlook account to your phone
• How do I add holidays to my Outlook calendar?

Windows

• Software Center