Best Practices/Tip Articles

1.) Understanding the Network of Constituents

https://breakeveninc.zendesk.com/hc/en-us/articles/218472728-Your-network-of-constituents-Accounts-Affiliations-Relationships-and-Households

2.) How Organizations, Households, and Individuals are Structured 

https://breakeveninc.zendesk.com/hc/en-us/articles/218442258-How-Organizations-Households-and-Individuals-are-Structured-in-Causeview-

3.) Causeview Status Definitions 

https://breakeveninc.zendesk.com/hc/en-us/articles/218960647-Causeview-Status-Definitions-New-Users-

4.) Organization Donor Roll Up Fields 

https://breakeveninc.zendesk.com/hc/en-us/articles/218528868-Organization-Donor-Rollup-Fields-

5.) Individual Donor Roll Up Fields 

https://breakeveninc.zendesk.com/hc/en-us/articles/219029567-Individual-Donor-Roll-Up-Fields-

6.) Campaign, Appeal, and Event Roll Up Fields 

https://breakeveninc.zendesk.com/hc/en-us/articles/218528968-Campaign-Appeal-and-Event-s-Rollup-Fields-

7.) Transaction Roll Up Fields 

https://breakeveninc.zendesk.com/hc/en-us/articles/219029667-Transaction-s-Rollup-Fields-