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...

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 ...

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...

To manage donations, events, and memberships for companies through the donor portal, a primary contact must be assigned for that organization. On the organi...

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...

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...

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...