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65 Articles in this category.
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Resend an email invitation
1151 Views 0 Likes
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Create a New Account on the Public Site
1753 Views 0 Likes
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Update Missing Envelope Numbers
1984 Views 3 Likes
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Refund a Contribution through an Online Giving Fund
1030 Views 0 Likes
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Attribute a Transaction to a Pledge from the Public Site
1195 Views 0 Likes
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How Donors Download Tax Statements
2122 Views 0 Likes
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Refund a Contribution through a Donor Account
1299 Views 0 Likes
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About Activity History
1115 Views 0 Likes
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About Managed Accounts
3035 Views 3 Likes
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Reset Donor Password
1927 Views 0 Likes
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How a Donor Creates a Gift to Give Now
2238 Views 0 Likes
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How a Donor Creates a Gift For a Pledge
1837 Views 0 Likes
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Add a Managed Account for Online Giving
2627 Views 3 Likes
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Refund a Donor Account for a Removed Donor
1021 Views 0 Likes
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Remove Donor Account
1618 Views 4 Likes
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Donor Option to Increase Donation when Using a Credit Card
2323 Views 2 Likes
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Edit a Note on a Donor Record
1915 Views 0 Likes
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Delete a Note on a Donor Record
1661 Views 0 Likes
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Add a Note to Donor Record
1800 Views 0 Likes
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Unmatch Directory and Public Accounts
1521 Views 1 Like
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Ideas to Increase Your Donors
988 Views 0 Likes
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Turn a Donor’s Account Email Pledge Updates Off or On
2066 Views 0 Likes
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Add a Trusted Device with Two-factor Authentication
1766 Views 0 Likes
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Donors can Disable Two-factor Authentication
1877 Views 1 Like
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Donors can Enable Two-factor Authentication
2078 Views 2 Likes
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About Two-factor Authentication
2551 Views 0 Likes
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Void Transactions
2253 Views 1 Like
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View the Source of a Gift from the Gift Detail Page
1040 Views 0 Likes
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Donor Email Preferences
2105 Views 0 Likes
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Add a Managed Account for Church Manager
1076 Views 0 Likes
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Add Multiple Managed Accounts
2391 Views 0 Likes
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Remove a Managed Account
1887 Views 0 Likes
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Search for Accounts in Online Giving
1286 Views 1 Like
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Convert a Managed Gift to a Self-Managed Gift
1810 Views 1 Like
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How a Donor Updates a Gift
4013 Views 15 Likes
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How a Donor Updates an Expiration Date on a Payment Method
1782 Views 2 Likes
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Delete a Payment Method on an Account
1770 Views 1 Like
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How a Donor Deletes a Payment Method
1752 Views 0 Likes
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Update the Expiration Date on a Payment Method
1764 Views 1 Like
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Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID
1794 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Address
1597 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Email Address
1720 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Donor Name
1732 Views 0 Likes
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How the Donor Accepts an Invitation to Self Manage the Account
2260 Views 0 Likes
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Convert a Managed Account to a Self Managed Account
2567 Views 2 Likes
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Resend the Invitation to Self Manage an Account
1774 Views 0 Likes
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Cancel an Invitation to Self Manage an Account
1960 Views 0 Likes
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Update a Donor’s Managed Account Address
1812 Views 0 Likes
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Add or Change a Managed Account Default Email Address
2054 Views 1 Like
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Turn a Donor’s Account Email Gift Reminder Off or On
2112 Views 0 Likes
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Update a Donor’s Managed Account Name, Phone Number, or Email Address
1933 Views 0 Likes
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Add a Managed Account Payment Method
2224 Views 0 Likes
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Add a Managed Gift
2195 Views 0 Likes
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How a Donor adds a Mobile Phone Number to an Online Giving Account
1797 Views 0 Likes
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Account Types
2398 Views 3 Likes
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How a Donor Cancels a Pledge Gift
1630 Views 0 Likes
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How a Donor Creates an Account when Creating a Gift
3266 Views 3 Likes
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How Returning Donors Sign into the Public Site
2502 Views 1 Like
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Create a New Donor Provided Default Email When Adding a Managed Account
1883 Views 0 Likes
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Pause and Resume a Gift on the Donor's Site
437 Views 1 Like
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Cancel a Pledge on the Donor Site
551 Views 0 Likes
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Donor Credit Card Information Updates
372 Views 0 Likes
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Update a Managed Gift for a Managed Account
1871 Views 0 Likes
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How a Donor Cancels a Gift
210 Views 0 Likes
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Account Detail Report
47 Views 0 Likes