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67 Articles in this category.
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Resend an email invitation
1265 Views 0 Likes
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Create a New Account on the Public Site
1883 Views 0 Likes
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Update Missing Envelope Numbers
2163 Views 3 Likes
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Refund a Contribution through an Online Giving Fund
1111 Views 0 Likes
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Attribute a Transaction to a Pledge from the Public Site
1287 Views 0 Likes
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How Donors Download Tax Statements
2284 Views 2 Likes
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Refund a Contribution through a Donor Account
1424 Views 0 Likes
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About Activity History
1230 Views 0 Likes
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About Managed Accounts
3316 Views 3 Likes
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Reset Donor Password
2060 Views 0 Likes
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How a Donor Creates a Gift to Give Now
2433 Views 0 Likes
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How a Donor Creates a Gift For a Pledge
1980 Views 0 Likes
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Add a Managed Account for Online Giving
2816 Views 3 Likes
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Refund a Donor Account for a Removed Donor
1093 Views 0 Likes
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Remove Donor Account
1768 Views 4 Likes
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Donor Option to Increase Donation when Using a Credit Card
2538 Views 2 Likes
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Edit a Note on a Donor Record
2078 Views 0 Likes
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Delete a Note on a Donor Record
1785 Views 0 Likes
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Add a Note to Donor Record
1915 Views 0 Likes
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Unmatch Directory and Public Accounts
1646 Views 1 Like
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Ideas to Increase Your Donors
1065 Views 0 Likes
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Turn a Donor’s Account Email Pledge Updates Off or On
2220 Views 0 Likes
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Add a Trusted Device with Two-factor Authentication
1910 Views 0 Likes
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Donors can Disable Two-factor Authentication
2001 Views 1 Like
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Donors can Enable Two-factor Authentication
2238 Views 2 Likes
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About Two-factor Authentication
2716 Views 0 Likes
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Void Transactions
2416 Views 1 Like
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View the Source of a Gift from the Gift Detail Page
1124 Views 0 Likes
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Donor Email Preferences
2275 Views 0 Likes
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Add a Managed Account for Church Manager
1169 Views 0 Likes
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Add Multiple Managed Accounts
2543 Views 0 Likes
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Remove a Managed Account
2040 Views 0 Likes
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Search for Accounts in Online Giving
1417 Views 1 Like
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Convert a Managed Gift to a Self-Managed Gift
1939 Views 1 Like
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How a Donor Updates a Gift
4291 Views 16 Likes
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How a Donor Updates an Expiration Date on a Payment Method
1915 Views 2 Likes
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Delete a Payment Method on an Account
1911 Views 1 Like
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How a Donor Deletes a Payment Method
1883 Views 0 Likes
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Update the Expiration Date on a Payment Method
1919 Views 1 Like
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Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID
1933 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Address
1722 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Email Address
1862 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Donor Name
1870 Views 0 Likes
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How the Donor Accepts an Invitation to Self Manage the Account
2403 Views 0 Likes
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Convert a Managed Account to a Self Managed Account
2732 Views 2 Likes
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Resend the Invitation to Self Manage an Account
1899 Views 0 Likes
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Cancel an Invitation to Self Manage an Account
2124 Views 0 Likes
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Update a Donor’s Managed Account Address
1940 Views 0 Likes
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Add or Change a Managed Account Default Email Address
2216 Views 1 Like
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Turn a Donor’s Account Email Gift Reminder Off or On
2280 Views 0 Likes
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Update a Donor’s Managed Account Name, Phone Number, or Email Address
2084 Views 0 Likes
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Add a Managed Account Payment Method
2374 Views 0 Likes
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Add a Managed Gift
2375 Views 0 Likes
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How a Donor adds a Mobile Phone Number to an Online Giving Account
1934 Views 0 Likes
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Account Types
2621 Views 3 Likes
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How a Donor Cancels a Pledge Gift
1751 Views 0 Likes
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How a Donor Creates an Account when Creating a Gift
3578 Views 3 Likes
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How Returning Donors Sign into the Public Site
2682 Views 1 Like
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Create a New Donor Provided Default Email When Adding a Managed Account
2025 Views 0 Likes
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Pause and Resume a Gift on the Donor's Site
488 Views 1 Like
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Cancel a Pledge on the Donor Site
622 Views 0 Likes
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Donor Credit Card Information Updates
438 Views 1 Like
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Update a Managed Gift for a Managed Account
2006 Views 0 Likes
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How a Donor Cancels a Gift
262 Views 0 Likes
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Account Detail Report
176 Views 0 Likes
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Donors receive an error message when attempting to update their payment method or gift
45 Views 0 Likes
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Update Donor Account Envelope Number
0 Likes