Skip to main content

Search

Search Tip: Search with " " to find exact matches.

Resources Search

Requirements Gathering

August 2021

This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.

Source:
United Philanthropy Forum

KM Partners' Opportunity and Campaign Naming Conventions

June 2020

This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.

© 2024 United Philanthropy Forum. All Rights Reserved.

X

Sign In

Not a Member? Join the Forum to help increase philanthropy’s impact.