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64 Articles in this category.
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Resend an email invitation
1093 Views 0 Likes
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Create a New Account on the Public Site
1687 Views 0 Likes
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Update Missing Envelope Numbers
1883 Views 3 Likes
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Refund a Contribution through an Online Giving Fund
982 Views 0 Likes
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Attribute a Transaction to a Pledge from the Public Site
1140 Views 0 Likes
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How Donors Download Tax Statements
2029 Views 0 Likes
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Refund a Contribution through a Donor Account
1222 Views 0 Likes
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About Activity History
1048 Views 0 Likes
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About Managed Accounts
2873 Views 3 Likes
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Reset Donor Password
1835 Views 0 Likes
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How a Donor Creates a Gift to Give Now
2116 Views 0 Likes
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How a Donor Creates a Gift For a Pledge
1761 Views 0 Likes
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Add a Managed Account for Online Giving
2516 Views 3 Likes
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Refund a Donor Account for a Removed Donor
980 Views 0 Likes
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Remove Donor Account
1527 Views 3 Likes
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Donor Option to Increase Donation when Using a Credit Card
2225 Views 2 Likes
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Edit a Note on a Donor Record
1822 Views 0 Likes
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Delete a Note on a Donor Record
1565 Views 0 Likes
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Add a Note to Donor Record
1723 Views 0 Likes
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Unmatch Directory and Public Accounts
1437 Views 1 Like
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Ideas to Increase Your Donors
936 Views 0 Likes
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Turn a Donor’s Account Email Pledge Updates Off or On
1978 Views 0 Likes
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Add a Trusted Device with Two-factor Authentication
1671 Views 0 Likes
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Donors can Disable Two-factor Authentication
1777 Views 1 Like
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Donors can Enable Two-factor Authentication
1961 Views 2 Likes
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About Two-factor Authentication
2418 Views 0 Likes
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Void Transactions
2163 Views 1 Like
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View the Source of a Gift from the Gift Detail Page
995 Views 0 Likes
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Donor Email Preferences
2009 Views 0 Likes
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Add a Managed Account for Church Manager
1001 Views 0 Likes
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Add Multiple Managed Accounts
2299 Views 0 Likes
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Remove a Managed Account
1799 Views 0 Likes
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Search for Accounts in Online Giving
1204 Views 1 Like
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Convert a Managed Gift to a Self-Managed Gift
1725 Views 1 Like
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How a Donor Updates a Gift
3799 Views 14 Likes
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How a Donor Updates an Expiration Date on a Payment Method
1711 Views 2 Likes
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Delete a Payment Method on an Account
1674 Views 1 Like
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How a Donor Deletes a Payment Method
1669 Views 0 Likes
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Update the Expiration Date on a Payment Method
1678 Views 1 Like
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Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID
1727 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Address
1532 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Email Address
1656 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Donor Name
1657 Views 0 Likes
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How the Donor Accepts an Invitation to Self Manage the Account
2177 Views 0 Likes
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Convert a Managed Account to a Self Managed Account
2469 Views 2 Likes
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Resend the Invitation to Self Manage an Account
1702 Views 0 Likes
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Cancel an Invitation to Self Manage an Account
1877 Views 0 Likes
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Update a Donor’s Managed Account Address
1736 Views 0 Likes
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Add or Change a Managed Account Default Email Address
1979 Views 1 Like
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Turn a Donor’s Account Email Gift Reminder Off or On
2024 Views 0 Likes
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Update a Donor’s Managed Account Name, Phone Number, or Email Address
1849 Views 0 Likes
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Add a Managed Account Payment Method
2139 Views 0 Likes
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Add a Managed Gift
2098 Views 0 Likes
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How a Donor adds a Mobile Phone Number to an Online Giving Account
1714 Views 0 Likes
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Account Types
2287 Views 3 Likes
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How a Donor Cancels a Pledge Gift
1552 Views 0 Likes
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How a Donor Creates an Account when Creating a Gift
3070 Views 3 Likes
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How Returning Donors Sign into the Public Site
2398 Views 1 Like
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Create a New Donor Provided Default Email When Adding a Managed Account
1794 Views 0 Likes
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Pause and Resume a Gift on the Donor's Site
400 Views 1 Like
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Cancel a Pledge on the Donor Site
503 Views 0 Likes
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Donor Credit Card Information Updates
329 Views 0 Likes
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Update a Managed Gift for a Managed Account
1771 Views 0 Likes
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How a Donor Cancels a Gift
170 Views 0 Likes