- 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
Bequests Overview
UNDER REVIEW
Aegis CRM provides an advanced system for managing bequests, which are typically given to an organization after the partner's death. Aegis CRM provides several options for managing an unlimited number of bequests.
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