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About
Features
Testimonials
Pricing
FAQs
Contact
Docs Category:
User Guide
These articles go over everything related to actually using the application.
Home
Docs
User Guide
Home
Docs
User Guide
User Guide
Before You Start
Settings: General Overview
Support
Authenticate / Logging In
Watch DEMO
Settings
Create New People
Default to Head of Household
Search Using Name
Default Time Zone
Default Fund
Default Payment Source
Settings: General Overview
Notes
Note Template
Importing Notes
Rolling Back Last Notes Import
Note Import Errors
Donations
Create New People
Funds
Default Fund
Funds: General Overview
Add New Funds
Adding a New Fund Mapping
Templates
Templates: General Overview
Adding a New Template
Importing Donations
Default Payment Source
Performing the Import
How we Match Donations
Donation Import Errors
Anonymous Donations