8. Colorado Orthodontic Foundation

SuiteVolunteer Project Overview

Grantee Organization Name: Colorado Orthodontic Foundation

Employee Volunteers: Aaron Alpert, Shirley Villamor and Anisha Guha

Project Manager: Aaron Alpert

Project RequestSimple Implementation

 

  • Request: Colorado Orthodontic Foundation needs help to setup financials to pull real-time reports based on patient billings and receivables. They would like to expand their fundraising and donor management as they begin to seek grant funding.
  • Expectation: Volunteers will identify the needed reports and help them configure the system and provide guidance on utilizing NetSuite.

How to Use the SuiteVolunteer Project Wiki

  1. Edit this page (click the edit button top right)
  2. Create child pages (click the create button in the header)
  3. Record meeting notes
  4. Upload documents for easy access 
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