Box (Cloud storage and sharing)

• Box Training - PowerPoint presentation for WFAA
• Need Help? Here are some general resources!
• Getting Started with Box!
• Box User Training Videos
• Shared Links
• Email Best Practice: Instead of attaching a file, use a Box shared link!

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Help Center

• Financial Edge - How to use Remote Desktop to access FE Client virtual environments
• How do I submit an issue to the Help Center?
• How do I re-open a Help Center request?
• Why don't I see all the Knowledge Base content?
• What do the ticket statuses mean?
• How do I log in to the Help Center?

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Guest Information

• 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 to update your password in ABE CRM
• How do I reset my password in Advancement Resources?

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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 vs Donor Stewardship Report
• Advancement Resources: Donor Acknowledgement Report Job Aid
• Advancement Resources: Donor Acknowledgement Report Documentation
• 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

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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 Giving Report complete reference
• Demographic Profile Report complete reference
• Affiliation Member Information report complete reference
• BoV Member Information Report complete reference

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Development Reports

• Portfolio Report complete reference
• Prospect Activity Alerts - Steps/Interactions complete reference
• Prospect Activity Alerts - Event Registrations complete reference
• Prospect Alerts - New Documentation complete reference
• Prospect Alerts - Recently Marked Deceased complete reference
• Prospect Alerts - Opportunity Added complete reference

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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

Finance and Accounting

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