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Features
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FAQs
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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
These articles go over everything related to actually using the application.
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