This manual covers how to use the FSH donor management platform as a reference guide for Buffalo Public Library staff. It captures workflows, terminology, and key decisions from training sessions.
Sections
- Donors — creating, editing, searching, and merging donor records
- Donations — recording and managing donations
- Funds — setting up and managing funds and public donation pages
- Acknowledgement Letters — generating letters and batch reports
- Reports & Email Summaries — donation reports, exports, and automated staff emails
Environments
| Environment | URL |
|---|---|
| Staging (staff testing) | buffalolib.fshtechnologies.org |
| Production (live) | donate.buffalolib.org |