Cash – Management and approval flow

Custom Contributions Cash

  1. From Dashboard go to Contrib Framework Apps menu -> Custom Contributions
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  2. Filter table by worth type: choose Cash
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  3. Action: Send Counter Offer
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  4. Action: View Contribution/ Decline Contribution
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  5. Action: Approve Contribution
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  6. Approval sent
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Emails Received

  1. Counter Offer Mail
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  2. Approval
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