Perform other tasks

Some tasks don't fall neatly into other categories, such as:

• Add legends to fund snapshots: Provide additional field descriptions on fund snapshots

• Merge stewardship funds: Combine related funds to clean up your Stewardship Management system

• Send one-off emails: Create emails as needed for specific groups of users

• Set up stewardship branding: Customize links, logos, and email addresses to match your foundation or advancement office

  Set up stewardship branding: Custome links, logos, and email addresses to match your foundation or advancement office

• View and upload files: Share supplemental files with donors and recipients

• View queued messages: Review and approve all pending communications from your system

• Work with system grids: Filter system grids and export reports from your system