Menu Updates

We have made some changes to the menu in Donorfy - options have been re-organised and more options added - this is to work with new user permissions and security options.

These are the changes 

Original Layout

New Layout

Home Menu  
The home menu now has two additional tabs to show your downloads and uploads  
Constituent Menu  
 To view all constituents click on the + sign to expand the menu and click on all  
 
Actions Menu  
The items in the action menu have been replaced with two menu options Financial & Data Management, some of the options have been rename - see the below for details of where things have been moved to  
Settings  
The settings button which was on the top right has been replaced by a menu option 'Settings' which has two options within it - configuration and users  

The Lists, Opportunities & Campaigns menus work as before 

 

Changes to  Actions Menu

Original Menu Option Moved to this New Menu Option Now Called
Accounts Download Financial Accounts Download
Acknowledgements Financial Acknowledgements
Batched Transactions Financial Batched Transactions
Downloads Data Management Downloads *
EFT Financial  EFT
File Upload Data Management  File Upload *
Gift Aid Financial  Gift Aid
Review Email Sync Data Management  Mailchimp Sync
Review JustGiving Data Management  JustGiving 
Review Event Updates Data Management  Eventbrite 
Review Payment Processing Financial  Recurring Income 
Review Web Site Updates Financial  Online Donations 

* In Data Management the Downloads and File Uploads options show everyone's downloads and uploads - the My Uploads and My Downloads on the Home page show uploads and downloads for the signed in user

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