We are looking for a couple examples of best practices for Campaign, Appeal, Source, Designation, etc. set up for our upcoming fiscal year. Our financial software is not integrated in to Tess reporting. The development staff has been using an existing set up which is currently not using designations at all. If you have an example of to how you chart out your structure at the beginning of the fiscal year that you can share we would appreciate seeing it as a means of comparison.
Also, who sets up your structure? Is it Finance, Dev or a database administrator?
Thank you! Kristin