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Section 0: Course Introduction
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X 0.2: Login and Odoo Overview
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Section 1: In Office Donations
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Section 2: Finding & Managing Donors
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2.1: Searching for a Donor
- Quiz
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2.2: Updating Donor Information
- Quiz
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2.3: Creating a Donor Profile
- Quiz
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Section 3: Payment Methods
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3.1: Payment Methods Overview (Accepted Types)
- Quiz
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3.2: Adding Payment Methods (Credit Card + Direct Deposit/Bambora EFT)
- Quiz
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Section 4: One Time Donations
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4.1: Processing a One Time Donation
- Quiz
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Section 5: Subscriptions & Pledges
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5.1: Starting a Subscription / Opening a Pledge
- Quiz
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5.2: Cancelling a Subscription / Closing a Pledge
- Quiz
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5.3: Updating a Subscription’s Payment Method
- Quiz
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X 5.4: Failed Transactions & MakeUp Payments
- Quiz
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Section 6: Tax Receipts & Communication
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6.1: Finding Tax Receipt Information
- Quiz
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6.2: Log Notes & Donor Notes
- Quiz
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6.3: Donation Acknowledgements
- Quiz
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6.4: Communication Preferences & Tags
- Quiz
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Section 7: Orphan Sponsorship (OSP)
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7.1: Finding Orphan Information
- Quiz
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7.2: Upgrading OSP to New Pricing
- Quiz
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7.3: Starting a Yearly OSP
- Quiz
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7.4: Subscription Editing Rules (Important Do’s & Don’ts)
- Quiz
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Section 8: Final Assessment & Certification
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Common Odoo Mistakes
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Odoo Donor Relations Certification
- Quiz
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