DonorView

Click on the blue text link with the documents name under the “File Name” column. The document will then download onto your device.  

Click on the trash can icon on the row for that specific document. You will then need to confirm the deletion.

Once inside a Member’s record you just need to click on the “Interactions” tab. Once there you will see any Interactions that were previously created. You...

To open an Interaction you can click on the blue Date/Time text for that interaction or you can select that specific row, which will highlight in blue and...

On the tab titled, “Attn” in a Member’s record you can enter Site and/or Program attendance for that specific Member. The grid defaults to Site Attendance...

  Inside a Member’s record there is a tab called, “Attn History”. This tab contains a grid that allows you to select a date range and view the check in ...

Inside a Member’s record there is a tab called, “Com. Service”.  This tab allows you to enter records of Community Service for this Member. To enter a new...

A member can be enrolled in either a Membership School Year or a Program from inside of their Member record. Once inside the record there is a tab called ...

 Inside the profile on the “Enrollment” tab there is a small right facing triangle on each enrollment row. If you click that triangle it will open up anot...

A new payment can be entered either by clicking on the Dollar icon or when you expand the payment details on an Enrollment you will find a “+ Add Payment”...