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NIMBLE AMS COMMITTEE PROFESSIONAL

> Website user with account – nonmember (logged in)Ģ. To add a new Company Affiliation, click Create New Company and follow steps.

Search to look up if Company already exists in database (e.g., Nimble) - Add this Affiliation to the account.

Try adding an Affiliation (this allows the user to affiliate themselves with a Company in our database - whether already there or a new one they can add).

Click Edit My Profile and try to edit/save changes.

Review and verify fields presented to the user.

Go to Website User Community Hub link:.

> Website user with account – member (logged in)

Under "Related List Quick Links" select "Chapter Affiliations" to see all Chapters this member is affiliated with.

Find and select the account "Chris Manners Test #1".

Change "Recently Viewed" to "All Individual Accounts" in dropdown under Accounts.

Verify the demographic fields are present on Individual account record, and dropdown pick-lists contain appropriate options.

Change "Recently Viewed" to "All Individual Accounts" in dropdown under Accounts, then Sort by "Status↑" to see good testing accounts.

Enter one of the provided credentials to log in.

Testing Credentials (see Testing Accounts at end):

Website user with account – nonmember (logged in).

Website user with account – member (logged in).

Website user view: Verify can see, edit (or not be able to edit certain) demographic fields.

Staff view: Verify the demographic fields are accurately presented on Individual account record.

NIMBLE AMS COMMITTEE PROFESSIONAL

Who should test: Professional Development Staff Who should test: Accounting Staff, Foundation Staff Donation – Recording, Tracking Soft Credit Accounting - Custom FMS System Configuration Accounting - Canadian Currency Functionality Who should test: Membership Staff, Chapter Engagement Staff Who should test: Membership Staff, Chapter Engagement Staff, Task Force Volunteers Who should test: Membership Staff, Chapter Engagement Staff, Task Force Volunteers Chapter Admin Reports/Update Demographics/Export Constituents Who should test: Membership Staff, Chapter Engagement Staff, Volunteers *Click here to see a list of all Testing Accounts for you to use for your testing. > End-to End Testing: August 22-September 2 > Phase 2 Testing: Demo - July 18, 10am-12pm | Testing Period: July 18-29 > Phase 1 Testing: Demo - June 9, 10am-12pm | Testing Period - June 10-24 To streamline the testing process, please send your feedback, issues and questions to: to indicate which scenario you are referencing, as well as the steps you took so we can replicate your testing results. We will review all emails and work with you to clarify any identified issues, then submit these items to Nimble's ticketing system. Please note that only test data is currently in the staging database. All identified items will be worked through.

There will be issues, which is normal - this is exactly what testing at this stage is for. As noted in the demo ( PW: AFP2022), our initial focus is reviewing the core base configuration set-up. Thank you again for your assistance in testing the new Nimble AMS database.