If a Recognition Name has been entered on the profile page of the constituent, the Recognition Name field on the gift tab will already be auto-populated wit...

If a recognition name has been filled in on the profile of the constituent or a company, the recognition name field on the gift tab will already be filled ...

The Pending status is for donations/purchases that come in through DonorView pages, such as donation, event, or membership pages.  For donors completing...

Inside a constituent's record on their Gifts Tab, you will see a green Add button. Once you click this button you will be shown two options: "Gift&...

Below your organization name, select Billing, then select the Statements Tab.  Click on PDF Excel under the View/Print column to see the Processing Fees Pai...

Multiple columns can be sorted in a grid. The columns are sorted in the order they were selected for sorting. Start with the first column you want/need sort...

For every transaction that happens in the software, there is an opportunity to assign it to different categories, For, Fund, Event and Appeal. The example b...

The Fundraising Goal Category is an overall goal which can be a combination of several activities. For example, you could have a Fundraising Goal Category c...

General, In Kind and Stock gift records can be moved from one Constituent record to another in 3 different places within the software: the main Gifts Grid, ...

For general donations and pledge payments, the processing fee can be included in the tax-deductible amount by enabling an Account Setting. By default, this ...