Memberships
Claris International Inc.
Summary
Product Type: Templates
Price: Free
Last updated: 1/28/2019
Language: English
DownloadCategory
Manage memberships and donations.
Create and manage fundraising campaigns, maintain member activity, and track donation history.
The Memberships Template can help you provide more detailed tracking of members, campaigns, and donations.
Member Management
• Add and view members.
• Manage member details.
• Record member donations.
• Track member interactions.
Campaign Management
• Create new campaigns.
• Manage campaign status.
• Track campaign donation goals.
• Maintain campaign notes.
Donation History
• Add new donations.
• Relate donations to members.
• Track donation comments.
• Export to Excel or PDF formats.
Additional resources
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