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64 Articles in this category.
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Resend an email invitation
996 Views 0 Likes
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Create a New Account on the Public Site
1597 Views 0 Likes
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Update Missing Envelope Numbers
1751 Views 3 Likes
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Refund a Contribution through an Online Giving Fund
914 Views 0 Likes
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Attribute a Transaction to a Pledge from the Public Site
1053 Views 0 Likes
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How Donors Download Tax Statements
1895 Views 0 Likes
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Refund a Contribution through a Donor Account
1136 Views 0 Likes
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About Activity History
915 Views 0 Likes
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About Managed Accounts
2701 Views 3 Likes
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Reset Donor Password
1717 Views 0 Likes
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How a Donor Creates a Gift to Give Now
1994 Views 0 Likes
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How a Donor Creates a Gift For a Pledge
1666 Views 0 Likes
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Add a Managed Account for Online Giving
2365 Views 3 Likes
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Refund a Donor Account for a Removed Donor
921 Views 0 Likes
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Remove Donor Account
1378 Views 3 Likes
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Donor Option to Increase Donation when Using a Credit Card
2114 Views 2 Likes
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Edit a Note on a Donor Record
1698 Views 0 Likes
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Delete a Note on a Donor Record
1454 Views 0 Likes
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Add a Note to Donor Record
1600 Views 0 Likes
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Unmatch Directory and Public Accounts
1328 Views 1 Like
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Ideas to Increase Your Donors
882 Views 0 Likes
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Turn a Donor’s Account Email Pledge Updates Off or On
1887 Views 0 Likes
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Add a Trusted Device with Two-factor Authentication
1584 Views 0 Likes
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Donors can Disable Two-factor Authentication
1633 Views 1 Like
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Donors can Enable Two-factor Authentication
1817 Views 2 Likes
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About Two-factor Authentication
2235 Views 0 Likes
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Void Transactions
2037 Views 1 Like
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View the Source of a Gift from the Gift Detail Page
930 Views 0 Likes
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Donor Email Preferences
1892 Views 0 Likes
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Add a Managed Account for Church Manager
918 Views 0 Likes
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Add Multiple Managed Accounts
2182 Views 0 Likes
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Remove a Managed Account
1684 Views 0 Likes
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Search for Accounts in Online Giving
1094 Views 1 Like
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Convert a Managed Gift to a Self-Managed Gift
1607 Views 1 Like
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How a Donor Updates a Gift
3545 Views 14 Likes
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How a Donor Updates an Expiration Date on a Payment Method
1576 Views 2 Likes
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Delete a Payment Method on an Account
1584 Views 1 Like
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How a Donor Deletes a Payment Method
1583 Views 0 Likes
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Update the Expiration Date on a Payment Method
1565 Views 1 Like
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Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID
1627 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Address
1421 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Email Address
1571 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Donor Name
1562 Views 0 Likes
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How the Donor Accepts an Invitation to Self Manage the Account
2054 Views 0 Likes
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Convert a Managed Account to a Self Managed Account
2348 Views 2 Likes
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Resend the Invitation to Self Manage an Account
1595 Views 0 Likes
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Cancel an Invitation to Self Manage an Account
1773 Views 0 Likes
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Update a Donor’s Managed Account Address
1649 Views 0 Likes
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Add or Change a Managed Account Default Email Address
1872 Views 1 Like
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Turn a Donor’s Account Email Gift Reminder Off or On
1912 Views 0 Likes
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Update a Donor’s Managed Account Name, Phone Number, or Email Address
1744 Views 0 Likes
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Add a Managed Account Payment Method
2036 Views 0 Likes
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Add a Managed Gift
1967 Views 0 Likes
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How a Donor adds a Mobile Phone Number to an Online Giving Account
1609 Views 0 Likes
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Account Types
2128 Views 3 Likes
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How a Donor Cancels a Pledge Gift
1480 Views 0 Likes
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How a Donor Creates an Account when Creating a Gift
2854 Views 3 Likes
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How Returning Donors Sign into the Public Site
2255 Views 1 Like
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Create a New Donor Provided Default Email When Adding a Managed Account
1685 Views 0 Likes
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Pause and Resume a Gift on the Donor's Site
354 Views 1 Like
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Cancel a Pledge on the Donor Site
442 Views 0 Likes
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Donor Credit Card Information Updates
285 Views 0 Likes
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Update a Managed Gift for a Managed Account
1611 Views 0 Likes
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How a Donor Cancels a Gift
124 Views 0 Likes