Manage Portal and Portal Users
Any portal user can check their gift card balance right in the Donor Portal. To do so, they can log in and mouse over their name in the top right-hand corne...
Wed, Mar 10, 2021 at 11:13 AM
For constituents who are already in your database that do not have a portal account yet, you can email them the link for your portal. 1. The link ...
Tue, Aug 23, 2022 at 11:12 AM
If a donor or member contacts you and says they cannot log in, ask them what message shows when they attempt to log in. Each message has a different approac...
Tue, Aug 23, 2022 at 11:25 AM
To manage donations, events, and memberships for companies through the donor portal, a primary contact must be assigned for that organization. On the organi...
Sat, Nov 5, 2022 at 5:04 PM
Yes. You can select which fields within a constituent's record you would like your constituents to be able to update and manage through the portal. Go t...
Wed, Jan 11, 2023 at 11:49 AM
Allowing your members to send direct emails to each other can be turned on while setting up you online Membership Form. During the setup go to the “Membersh...
Sun, Jul 16, 2023 at 4:57 PM
Allowing your members to send direct emails to each other can be turned on while setting up you online Membership Form. During the setup go to the “Membersh...
Mon, Jul 17, 2023 at 1:44 PM