Category Listing: Contacts and Records

Help on how to find or add people, donations, interactions, etc. into your database.

Batch Code

Date: July 11, 2018
By: Joanna Loops
Categories: Acknowledgement Letters, Donations

Value Received Field

Date: July 11, 2018
By: Joanna Loops
Categories: Donations

tax deductible, event tickets,

Accounting Code Data Entry and Reporting

Date: July 11, 2018
By: Joanna Loops
Categories: Donation Reports, Donations

Automatic Donation Amounts (Last Donation, Year to Date, Maximum Donation, etc.)

Date: July 13, 2018
By: Joanna Loops
Categories: Donations, Grids

Mass Entry Tool (mass enter Donations, Interactions, Volunteer hours)

Date: May 24, 2017
By: admin
Categories: Donations, Mass Entry, Volunteers

Quick Receipt

Date: July 13, 2018
By: Joanna Loops
Categories: Acknowledgement Letters, Donations

Refunded Donations

Date: July 22, 2018
By: Joanna Loops
Categories: Donations

Mass Donation Updates Training Webinar

Date: October 24, 2018
By: admin
Categories: Donations, Excel Import, Excel Import/Update

In Kind Donations

Date: July 22, 2018
By: Joanna Loops
Categories: Donations

Soft Credits

Date: July 22, 2018
By: Joanna Loops
Categories: Donations

Matching Gifts

Date: July 22, 2018
By: Joanna Loops
Categories: Donations

Third Party Gifts

Date: May 31, 2019
By: Joanna Loops
Categories: Donations

Memorial & Honorary Gifts

Date: May 31, 2019
By: Joanna Loops
Categories: Donations

PayPal and Other Credit Card Fees

Date: May 31, 2019
By: Joanna Loops
Categories: Donations

Copy a Donation

Date: June 3, 2022
By: admin
Categories: Donations

Splitting an Online Form Submission into Multiple Donations

Date: August 22, 2023
By: admin
Categories: Donations, Online Forms

Pledge Tab

Date: July 10, 2018
By: Joanna Loops
Categories: Pledges

Writing Off a Portion of a Pledge

Date: July 11, 2018
By: Joanna Loops
Categories: Pledges

Volunteer Tab

Date: July 11, 2018
By: Joanna Loops
Categories: Volunteers

NULL and EMPTY

Date: July 22, 2018
By: Joanna Loops
Categories: Grids