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

No. If you want to change the default Recognition Name for a constituent, go to their Profile tab and update the Recognition Name field. Click Save to save ...

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 Processin...

Multiple columns can be sorted in a grid. If you have a column selected for sorting, you will see a green circle above the Sort. The sorts are performed in ...

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

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 ...

Yes. Locate the column Included Processing Fee to see the amount of processing fee paid by the constituent. The Amount is the amount that was charged to the...