1. CFC Assistant Pledge Card Data Entry Kingsley Klosson, Developer

2. Objective Demonstrate the prerequisites for adding pledge cards Demonstrate different ways to enter cards Demonstrate the internal mechanics of the pledge card form Demonstrate use of the pledge card entry screen Demonstrate ways to modify pledge card form behavior 2

3. Pledge Card Entry Prerequisites Before you can enter pledge cards you must have the following: – Current campaign system has been created in CFC Assistant, i.e., 2010 – Employers have been entered – At least one Batch has been entered And you should have: – All agencies and federations are entered and correctly configured 3

4. Anatomy of a Pledge Card 4 Employer Categories Employers Batches Pledge Cards Designations Have many

5. Batches Each Batch is attributed to a single Employer Batches are a metaphor for a Key Worker envelope Batches contain any number of pledge cards Batches have no relation to dates, you dont batch cards by date received 5

6. Two Ways to Enter Pledge Cards Add pledge cards from the Pledge Cards List – In this mode you have to select the batch, the batch remains static until changed or until pledge card entry ends Add pledge cards from the selected Batch screen – In this mode the selected batch is always set for each card entered Either way, pledge card data entry is the same 6

7. Start From Pledge Card List 7

8. Start From Selected Batch 8

9. The Pledge Card Form Key elements of the pledge entered by the user: – Batch Number – Donor Name – Type (CASH or PLEDGE) – Source (MIL or CIV) – Allotment – Designations – Release options – Address and/or email 9

10. The Pledge Card Screen 10

11. Demo 11