Best Practices/Tip Articles Anish Bhalla February 13, 2020 16:43 Updated Follow 1.) Understanding the Network of Constituents 2.) How Organizations, Households, and Individuals are Structured 3.) Causeview Status Definitions 4.) Organization Donor Roll Up Fields 5.) Individual Donor Roll Up Fields 6.) Campaign, Appeal, and Event Roll Up Fields 7.) Transaction Roll Up Fields Related articles Your network of constituents: Accounts, Affiliations, Relationships and Households Third Party Apps that Causeview Recommends Causeview Status Definitions (New Users) Merging Contacts in Salesforce Opportunity Comments 0 comments Please sign in to leave a comment.
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