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Book Contents

Book Index

Accounts

Concepts

Accounts are a list of transaction records by account - think of them like entries in your checkbook and savings account records. In this case you can use accounts to track donations of money, in-kind items (blankets quilted, books given) or even things like patients visited or meals delivered.

Account records can then be detailed, summarized, reported on and filtered. Every account is associated with one account type, and there can be an unlimited number of accounts.

In This Section

Defining Accounts

Account Types

See Also

Setup

System Preferences

Archived Reasons

Awards Types

Banned Reasons

Bonus Hours

Certification/Background Check Hints

Certifications

Comment Types

Contact Flags

Custom Fields

Custom Sports

Groups

Group Types

Holidays

Inactive Reasons

Interview Types

Job Associations

Job Preferences

Jobs and Job Groups

Locations

Mandate Types

Membership Types

Name Prefixes

Name Setup Options

Object Renaming

People Types

Placeholder People

Project Groups

Special Requests/Needs

Supervisors Setup

Training

Skills

Volunteer Sources

Volunteer Types

Walkup Checkin Jobs