- Create a new VCO
- Click New Header\Total
- Click New Account Detail
- At the bottom of the screen, select the Account Detail Definition tab
- From the Include drop-down menu, choose 'Selected accounts using advanced filters'
Note: If selected accounts are not available, you may need to enable Advanced Filters.
- On the Selected Department(s) Screen, choose Selected and select the appropriate departments
- Enter any applicable information in the other filters
- Click New Header\Total to complete that section
- Repeat these steps as many times needed for the remaining departments until the VCO is complete
Connect and collaborate with fellow Blackbaud users.