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65 Articles in this category.
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Resend an email invitation
1220 Views 0 Likes
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Create a New Account on the Public Site
1825 Views 0 Likes
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Update Missing Envelope Numbers
2078 Views 3 Likes
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Refund a Contribution through an Online Giving Fund
1080 Views 0 Likes
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Attribute a Transaction to a Pledge from the Public Site
1246 Views 0 Likes
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How Donors Download Tax Statements
2219 Views 2 Likes
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Refund a Contribution through a Donor Account
1369 Views 0 Likes
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About Activity History
1187 Views 0 Likes
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About Managed Accounts
3170 Views 3 Likes
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Reset Donor Password
2007 Views 0 Likes
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How a Donor Creates a Gift to Give Now
2343 Views 0 Likes
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How a Donor Creates a Gift For a Pledge
1922 Views 0 Likes
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Add a Managed Account for Online Giving
2732 Views 3 Likes
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Refund a Donor Account for a Removed Donor
1062 Views 0 Likes
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Remove Donor Account
1707 Views 4 Likes
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Donor Option to Increase Donation when Using a Credit Card
2435 Views 2 Likes
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Edit a Note on a Donor Record
2001 Views 0 Likes
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Delete a Note on a Donor Record
1735 Views 0 Likes
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Add a Note to Donor Record
1866 Views 0 Likes
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Unmatch Directory and Public Accounts
1591 Views 1 Like
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Ideas to Increase Your Donors
1033 Views 0 Likes
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Turn a Donor’s Account Email Pledge Updates Off or On
2143 Views 0 Likes
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Add a Trusted Device with Two-factor Authentication
1859 Views 0 Likes
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Donors can Disable Two-factor Authentication
1947 Views 1 Like
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Donors can Enable Two-factor Authentication
2174 Views 2 Likes
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About Two-factor Authentication
2664 Views 0 Likes
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Void Transactions
2337 Views 1 Like
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View the Source of a Gift from the Gift Detail Page
1095 Views 0 Likes
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Donor Email Preferences
2200 Views 0 Likes
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Add a Managed Account for Church Manager
1138 Views 0 Likes
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Add Multiple Managed Accounts
2478 Views 0 Likes
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Remove a Managed Account
1983 Views 0 Likes
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Search for Accounts in Online Giving
1374 Views 1 Like
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Convert a Managed Gift to a Self-Managed Gift
1887 Views 1 Like
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How a Donor Updates a Gift
4184 Views 15 Likes
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How a Donor Updates an Expiration Date on a Payment Method
1857 Views 2 Likes
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Delete a Payment Method on an Account
1850 Views 1 Like
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How a Donor Deletes a Payment Method
1826 Views 0 Likes
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Update the Expiration Date on a Payment Method
1845 Views 1 Like
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Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID
1876 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Address
1665 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Email Address
1809 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Donor Name
1812 Views 0 Likes
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How the Donor Accepts an Invitation to Self Manage the Account
2344 Views 0 Likes
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Convert a Managed Account to a Self Managed Account
2646 Views 2 Likes
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Resend the Invitation to Self Manage an Account
1847 Views 0 Likes
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Cancel an Invitation to Self Manage an Account
2036 Views 0 Likes
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Update a Donor’s Managed Account Address
1886 Views 0 Likes
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Add or Change a Managed Account Default Email Address
2137 Views 1 Like
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Turn a Donor’s Account Email Gift Reminder Off or On
2199 Views 0 Likes
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Update a Donor’s Managed Account Name, Phone Number, or Email Address
2018 Views 0 Likes
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Add a Managed Account Payment Method
2312 Views 0 Likes
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Add a Managed Gift
2294 Views 0 Likes
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How a Donor adds a Mobile Phone Number to an Online Giving Account
1877 Views 0 Likes
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Account Types
2516 Views 3 Likes
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How a Donor Cancels a Pledge Gift
1701 Views 0 Likes
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How a Donor Creates an Account when Creating a Gift
3436 Views 3 Likes
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How Returning Donors Sign into the Public Site
2594 Views 1 Like
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Create a New Donor Provided Default Email When Adding a Managed Account
1964 Views 0 Likes
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Pause and Resume a Gift on the Donor's Site
469 Views 1 Like
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Cancel a Pledge on the Donor Site
591 Views 0 Likes
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Donor Credit Card Information Updates
416 Views 1 Like
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Update a Managed Gift for a Managed Account
1953 Views 0 Likes
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How a Donor Cancels a Gift
245 Views 0 Likes
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Account Detail Report
115 Views 0 Likes