- Understanding Partners in Aegis CRM
- Create a New Partner Record
- Partner Notes
- Locate a Partner
- Manage Addresses
- Manage Pledges
- Manage Bequests
- Manage Annuities
- Mark a Partner as Deceased
- Set "Do Not Contact" Flags
- View a Contribution Match
- Custom Flags
- Validate
- Locate Transaction
- Refund Transactions
- Merge Partner Records
Annuities Overview
UNDER REVIEW
If your organization has an annuity program, Aegis CRM is a great tool for managing your various annuity contracts. A partner that is maintained in your database can have an unlimited number of annuities.
Copyright ©2017 Aegis Premier Solutions |