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65 Articles in this category.
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Resend an email invitation
1139 Views 0 Likes
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Create a New Account on the Public Site
1737 Views 0 Likes
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Update Missing Envelope Numbers
1962 Views 3 Likes
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Refund a Contribution through an Online Giving Fund
1019 Views 0 Likes
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Attribute a Transaction to a Pledge from the Public Site
1183 Views 0 Likes
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How Donors Download Tax Statements
2104 Views 0 Likes
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Refund a Contribution through a Donor Account
1279 Views 0 Likes
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About Activity History
1100 Views 0 Likes
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About Managed Accounts
3003 Views 3 Likes
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Reset Donor Password
1908 Views 0 Likes
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How a Donor Creates a Gift to Give Now
2212 Views 0 Likes
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How a Donor Creates a Gift For a Pledge
1822 Views 0 Likes
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Add a Managed Account for Online Giving
2608 Views 3 Likes
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Refund a Donor Account for a Removed Donor
1010 Views 0 Likes
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Remove Donor Account
1595 Views 4 Likes
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Donor Option to Increase Donation when Using a Credit Card
2301 Views 2 Likes
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Edit a Note on a Donor Record
1895 Views 0 Likes
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Delete a Note on a Donor Record
1634 Views 0 Likes
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Add a Note to Donor Record
1779 Views 0 Likes
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Unmatch Directory and Public Accounts
1500 Views 1 Like
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Ideas to Increase Your Donors
975 Views 0 Likes
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Turn a Donor’s Account Email Pledge Updates Off or On
2046 Views 0 Likes
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Add a Trusted Device with Two-factor Authentication
1736 Views 0 Likes
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Donors can Disable Two-factor Authentication
1848 Views 1 Like
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Donors can Enable Two-factor Authentication
2045 Views 2 Likes
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About Two-factor Authentication
2524 Views 0 Likes
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Void Transactions
2231 Views 1 Like
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View the Source of a Gift from the Gift Detail Page
1029 Views 0 Likes
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Donor Email Preferences
2081 Views 0 Likes
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Add a Managed Account for Church Manager
1054 Views 0 Likes
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Add Multiple Managed Accounts
2370 Views 0 Likes
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Remove a Managed Account
1858 Views 0 Likes
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Search for Accounts in Online Giving
1268 Views 1 Like
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Convert a Managed Gift to a Self-Managed Gift
1792 Views 1 Like
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How a Donor Updates a Gift
3958 Views 15 Likes
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How a Donor Updates an Expiration Date on a Payment Method
1765 Views 2 Likes
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Delete a Payment Method on an Account
1745 Views 1 Like
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How a Donor Deletes a Payment Method
1737 Views 0 Likes
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Update the Expiration Date on a Payment Method
1745 Views 1 Like
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Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID
1780 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Address
1580 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Email Address
1707 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Donor Name
1716 Views 0 Likes
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How the Donor Accepts an Invitation to Self Manage the Account
2240 Views 0 Likes
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Convert a Managed Account to a Self Managed Account
2541 Views 2 Likes
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Resend the Invitation to Self Manage an Account
1754 Views 0 Likes
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Cancel an Invitation to Self Manage an Account
1947 Views 0 Likes
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Update a Donor’s Managed Account Address
1796 Views 0 Likes
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Add or Change a Managed Account Default Email Address
2046 Views 1 Like
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Turn a Donor’s Account Email Gift Reminder Off or On
2094 Views 0 Likes
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Update a Donor’s Managed Account Name, Phone Number, or Email Address
1912 Views 0 Likes
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Add a Managed Account Payment Method
2207 Views 0 Likes
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Add a Managed Gift
2174 Views 0 Likes
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How a Donor adds a Mobile Phone Number to an Online Giving Account
1781 Views 0 Likes
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Account Types
2373 Views 3 Likes
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How a Donor Cancels a Pledge Gift
1617 Views 0 Likes
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How a Donor Creates an Account when Creating a Gift
3215 Views 3 Likes
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How Returning Donors Sign into the Public Site
2477 Views 1 Like
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Create a New Donor Provided Default Email When Adding a Managed Account
1860 Views 0 Likes
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Pause and Resume a Gift on the Donor's Site
429 Views 1 Like
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Cancel a Pledge on the Donor Site
538 Views 0 Likes
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Donor Credit Card Information Updates
362 Views 0 Likes
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Update a Managed Gift for a Managed Account
1842 Views 0 Likes
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How a Donor Cancels a Gift
201 Views 0 Likes
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Account Detail Report
28 Views 0 Likes