Client Support
In this section, you'll find many different support articles that should assist you in using our online donation management tools.
Donor Account Questions
- How to Add a New Donor
- How to Add, Edit, or Delete a Payment Account for a Donor
- How to Schedule a New Donation on Behalf of a Donor
- How to View, Edit, or Cancel a Donor's Recurring Payment Schedule
- How to View a Donor's Transaction History
- How to Merge Two or More Donor Accounts
Designations
- How to Add a New Designation
- How to Edit an Existing Designation
- How to Create a Parent Folder
- How to Change a Parent Folder for a Designation
- How to Change the Status for a Designation
- How to Delete a Designation
Giving Forms and Links
Settings
Account Management
Transactions
Reports
Tax Receipts
togetherweraise
Technical support articles
Training Videos
- Transitioning to a Virtual Event
- SMART Goals and Report Training
- Year-End Tax Receipt Training
- Going Digital with Text to Give
- Team Fundraising Training Webinar
- Biggest, Bestest, Most Awesomest Giving Form