Manage Donors and Transactions

Managing Donors

• Donor portal customizations
• How Do I Merge Duplicate Donor Records?
• Does Each Donor Have To Have A Unique Email Address?
• How Do I Populate A Donor Record With A Fake Email Address?
• Can Donors Get Locked Out Of Their Accounts?
• How Does A User Get To The Donor Portal?

See all 7 articles

Managing Transactions

• How Do I Issue A Refund?
• How Do I Edit Or Cancel A Recurring Donation?

Funds Overview

• What Are Funds?
• How Can Funds Be Used?
• What Fund Tokens Are Available?

Receipts & Emails

• What Types Of Emails Do Donors Receive?
• Can You Customize The "From" Email Address For Receipts?
• How Do I Include A PDF Receipt To The Donation Receipt Email?
• How Do You Resend A Donor Receipt?

Products

• How Do I Create And Manage Products?
• How Do I Add Products To A Donation Page?

Gift Attribution

• Can Media Attributions Be Captured On Donation Forms?
• Can I Track Multiple Source And Motivation Codes?