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getting started
Navigating around
The dashboard
Add constituents
Add team members
Add campaigns and funds
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constituents
How do I add a constituent?
How do I add multiple addresses?
How can I search for constituents?
What information can I add to a constituent?
Can I import records from a spreadsheet or a database?
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fundraising
How do I add campaigns and funds?
How do I get a report on fundraising progress?
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gift entry
How do I record a gift?
I have to add a lot of gifts. Can I add more than one at time?
How do I choose a constituent from the gift entry screen?
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account info & settings
What is the 30-day free trial?
How do we subscribe?
How do we cancel and unsubscribe?
How do we update our payment information?
Can we get a refund?
View all 9 topics
team members
How do I add new team members?
Do I need to invite users when I add them?
Can I change my email and username?
How do I change my password?
What if I forget my password?
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list manager
What is it and how do I find it?
Build a list
Using the list
List Action History
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activity
What is activity?
Can I look at my own list of activity?
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documents
What are documents?
Can I upload files?
Can I attach files to a constituent record?
How do I search for documents?
Can I create and edit documents online?
View all 5 topics
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