Outbound Funds Module Automation Options

Learn about the types of automation that you can use to streamline processes for managing funding requests.

• Create Approval Processes
  An approval process automates how records are approved. You can create an approval process for a task, email alert, field update, or outbound message.
• Create Quick Actions
  Create quick actions to give your nonprofit users convenient access to important information.
• Create Funding Request Paths
  Help your users complete funding requests by creating paths that guide them through each step.
• Create Validation Rules
  Validation rules verify that data entered by a user meets the criteria you specify before the record can be saved. It can also prevent users from editing records that meet certain criteria, such as when a Disbursement is considered Paid.