KnowledgeBase
Microsoft Teams Voice
- Add Delegate with Teams Voice
- Call Forwarding with Teams Voice
- Conference Calling with Teams Voice
- Making Calls with Teams Voice
- Simultaneous Ringing with Teams Voice
- Teams Voice FAQ
Application Access - Security
Working Remotely
Box (Cloud storage and sharing)
Faxing
Help Center
- Add Pronouns to Teams and Office Account
- Export Ribbon, Toolbar, Template, and Macro Settings for Office Apps
- Install Salesforce Data Loader
- Default Browser for Outlook
- Owl Device Set Up and Usage (Work Café)
- Turning off HEIC picture format for iOS
Guest Information
About Advancement Resources
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
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
Constituent Management
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
Development Reports
- DXO Performance Metrics Dashboard
- 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
OnBase Document Management
Research and Prospect Management
Apple iPhone and iPad
Software Installation Instructions
Desk Phone
Finance and Accounting
- FAST (NetSuite ERP): How to Access FAST
- 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