Odoo Fundamentals for Donor Relations

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Course content

Section 0: Course Introduction
- 0.1: Welcome & How This Course Works 10 xp
  - Quiz
- X 0.2: Login and Odoo Overview
Section 1: In Office Donations
- X 1.1: In Office Donations (Cash, Cheque, Card, Clover) 10 xp
  - Quiz
Section 2: Finding & Managing Donors
- 2.1: Searching for a Donor 10 xp
  - Quiz
- 2.2: Updating Donor Information 10 xp
  - Quiz
- 2.3: Creating a Donor Profile 10 xp
  - Quiz
Section 3: Payment Methods
- 3.1: Payment Methods Overview (Accepted Types) 10 xp
  - Quiz
- 3.2: Adding Payment Methods (Credit Card + Direct Deposit/Bambora EFT) 10 xp
  - Quiz
Section 4: One Time Donations
- 4.1: Processing a One Time Donation 10 xp
  - Quiz
Section 5: Subscriptions & Pledges
Section 6: Tax Receipts & Communication
- 6.1: Finding Tax Receipt Information 10 xp
  - Quiz
- 6.2: Log Notes & Donor Notes 10 xp
  - Quiz
- 6.3: Donation Acknowledgements 10 xp
  - Quiz
- 6.4: Communication Preferences & Tags 10 xp
  - Quiz
Section 7: Orphan Sponsorship (OSP)
Section 8: Final Assessment & Certification
- Common Odoo Mistakes
- Odoo Donor Relations Certification 10 xp
  - Quiz

X 1.1: In Office Donations (Cash, Cheque, Card, Clover)

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Covers the three in office donation scenarios: cash/cheque handling, card donations with manual entry, and card donations using the Clover machine. Includes receipt handling and finance safe procedures.

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1. For cash/cheque donations, which receipt copy is given to the donor?

1. Pink 3. White 2.Yellow

2. Where should the cash/cheque envelope and yellow receipt copy be placed?

In the finance safe In the donor booklet At your desk

Odoo Fundamentals for Donor Relations

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X 1.1: In Office Donations (Cash, Cheque, Card, Clover)

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