The default values for the Gender field picklist are: Male, Female and Not Provided. However, if you wish to also have “non-binary” as a picklist option you...

Yes. You can add this feature by turning on “non-binary” as a picklist option for gender under your Account Settings. Mouse over your Organization’s name in...

On the constituent's profile page, the Family field is used to identify the family the constituent is a member of. It is a legacy field that was availab...

Go to the payments options tab on the constituent record.  This will show payment methods that this constituent has saved. You can add or delete payment met...

For any Constituent who you need updated credit card information for you can now direct them to a secure online form to capture that information. Within a C...

Go to the constituent's record and navigate to their Payment Options Tab. Under Gift Card Balance you can see: Gift Card Number Date Purchased Ticke...

If the Is Deceased box is checked in a constituent's profile record, the following updates will happen when you click Save on the profile. (Note that en...