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Process Order for Transaction Types

You should process transactions in the following order.

1. Sign-Up Requests

7. Event Registrations

2. Profile Updates

8. Class Notes

3. Fundraisers

9. Polls

4. Personal Pages

10. Memberships

5. Donations

11. Surveys

6. Volunteer Requests

12. Advocacy Actions

Certain transaction types require a process order for downloading new users. For example, you cannot process volunteer information for a new user in the Volunteer Requests download. First, you must process the new user in Sign-up Requests. For details about transaction process order, review the information in this section.

Fundraisers

Personal Pages

Volunteer Requests

Surveys