Implementation Guide

Have questions on where to get started with your implementation? Use this guide to find links to Support Articles for each section.

Setup Users

• Create CT User Accounts
• Install Citrix for each CT User

Website Customization

• Update Content Fields on Registration Website

Accounting – Payment Methods

• Setup Credit Card Processor
• Setup ACH Processor
• Configure Company Payment Processors

Accounting Setup

• Configure Company Divisions
• Configure Cost Centers
• Configure Locations
• Configure AR Categories
• Assign GL Codes
• Configure GL Code Descriptions

CampLink – Attributes

• Create Attributes

CampLink – Resources

• Analyze Resources
• Configure Resource Categories
• Configure Resources

CampLink – Events

• Configure Event Types
• Configure Event Division Types
• Verify Cancellation Reasons
• Create Legal Terms and Conditions
• Setup Medical Form Configurations
• Verify Automated Emails
• Configure Discounts
• Configure Scholarships
• Build Events

CampLink – Email

• Setup Mandrill [email sending engine]
• Add DKIM & SPF Records to Domain
• Create an E-Mail Template

DonorLink

• Setup Funds
• Setup Campaigns
• Setup Online Giving

SalesLink – Setup

• Configure Inventory Departments
• Configured Store Locations
• Setup Charge Departments
• Install SalesLink
• Update Receipt Template
• Configure Shipping Options

SalesLink – Inventory

• Add Inventory
• Add Store Images Through FTP

SalesLink – Hardware

• Setup Hardware

CircuiTree Settings

• Configure Application Settings
• Configure Nightly Processes

CT6 – Staff

• Configure Application
• Configure Onboarding
• Configure Payroll

CT6 – Health Center

• Configure Location
• Configure Complaints / Treatments