Account Management
- Quick Start Tutorial Video
- Creating Different Account Manager Groups and Users
- Custom Donation Processed Email
- Dashboard Donor Reports
- How to Set Up Text to Give
- How to Update Contacts on Your Profile
Designations
- How to Add a New Designation
- How to Edit an Existing Designation
- How to Change the Status for a Designation
- How to Change the Designation on a Settled Transaction
- How to Delete a Designation
- How to change the Settlement Account for a Designation
Donation Links and Giving Forms
- General and Custom Fundraising Links Training Video
- How to Create a Custom Link Using the Specifying One or More Designations Option
- How to Edit Your Donate Link
- How to Customize the Header Text and the Footer Text
- How to Find and Download your QR (Quick Response) Code
- The Biggest, Bestest, Most Awesomest Giving Form
Donor Account Questions
- Donor Management Video
- A Donor's Profile
- How to Use the Pledges Section
- Adding a New Donor
- How to Merge Two or More Donor Profiles
- How to Edit a Donor
Embedding Links
Events
Integrations
Reports
- Comprehensive Reports
- Top 5 Stewardship Reports
- How to Generate a Single Report
- How to Schedule a Recurring Report
- How to Access and Utilize Monthly Statements
- How to Generate a List of Recurring Donors
Transactions
- How to View Transaction Details
- How to Issue a Refund
- How to Process a Quick Transaction
- How to Add a Manual or In-Kind Donation
- How to Void a Manually Entered Gift
- How to Change the Date of a Transaction
Tax Receipts
- Best Practices for Year-End Tax Receipts
- How to Select Designations for Tax Receipts
- Personalize Your Tax Receipt Settings
- How to Customize Tax Receipt Settings
- Configure Your Email Cover Letter
- Configure Email Cover Letter for Tax Receipts
Technical Support Articles
- Adding and/or Editing a Theme
- Customize Your Theme Settings
- How to Turn Off the Pop-up Blocker Settings in Chrome
- How to Turn Off the Pop-up Blocker Settings in Firefox
- How to Turn Off the Pop-up Blocker Settings in Microsoft Edge
- How to Mail Merge to Create Avery Labels in Word