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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
1829 Views 0 Likes
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Update Missing Envelope Numbers
2080 Views 3 Likes
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Refund a Contribution through an Online Giving Fund
1084 Views 0 Likes
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Attribute a Transaction to a Pledge from the Public Site
1252 Views 0 Likes
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How Donors Download Tax Statements
2226 Views 2 Likes
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Refund a Contribution through a Donor Account
1373 Views 0 Likes
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About Activity History
1190 Views 0 Likes
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About Managed Accounts
3181 Views 3 Likes
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Reset Donor Password
2012 Views 0 Likes
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How a Donor Creates a Gift to Give Now
2349 Views 0 Likes
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How a Donor Creates a Gift For a Pledge
1924 Views 0 Likes
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Add a Managed Account for Online Giving
2738 Views 3 Likes
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Refund a Donor Account for a Removed Donor
1064 Views 0 Likes
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Remove Donor Account
1715 Views 4 Likes
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Donor Option to Increase Donation when Using a Credit Card
2440 Views 2 Likes
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Edit a Note on a Donor Record
2005 Views 0 Likes
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Delete a Note on a Donor Record
1737 Views 0 Likes
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Add a Note to Donor Record
1869 Views 0 Likes
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Unmatch Directory and Public Accounts
1596 Views 1 Like
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Ideas to Increase Your Donors
1036 Views 0 Likes
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Turn a Donor’s Account Email Pledge Updates Off or On
2154 Views 0 Likes
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Add a Trusted Device with Two-factor Authentication
1862 Views 0 Likes
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Donors can Disable Two-factor Authentication
1951 Views 1 Like
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Donors can Enable Two-factor Authentication
2179 Views 2 Likes
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About Two-factor Authentication
2667 Views 0 Likes
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Void Transactions
2340 Views 1 Like
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View the Source of a Gift from the Gift Detail Page
1099 Views 0 Likes
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Donor Email Preferences
2206 Views 0 Likes
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Add a Managed Account for Church Manager
1140 Views 0 Likes
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Add Multiple Managed Accounts
2483 Views 0 Likes
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Remove a Managed Account
1987 Views 0 Likes
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Search for Accounts in Online Giving
1379 Views 1 Like
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Convert a Managed Gift to a Self-Managed Gift
1891 Views 1 Like
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How a Donor Updates a Gift
4193 Views 15 Likes
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How a Donor Updates an Expiration Date on a Payment Method
1860 Views 2 Likes
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Delete a Payment Method on an Account
1852 Views 1 Like
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How a Donor Deletes a Payment Method
1831 Views 0 Likes
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Update the Expiration Date on a Payment Method
1852 Views 1 Like
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Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID
1885 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Address
1669 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Email Address
1815 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Donor Name
1817 Views 0 Likes
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How the Donor Accepts an Invitation to Self Manage the Account
2352 Views 0 Likes
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Convert a Managed Account to a Self Managed Account
2652 Views 2 Likes
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Resend the Invitation to Self Manage an Account
1852 Views 0 Likes
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Cancel an Invitation to Self Manage an Account
2042 Views 0 Likes
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Update a Donor’s Managed Account Address
1892 Views 0 Likes
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Add or Change a Managed Account Default Email Address
2144 Views 1 Like
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Turn a Donor’s Account Email Gift Reminder Off or On
2205 Views 0 Likes
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Update a Donor’s Managed Account Name, Phone Number, or Email Address
2027 Views 0 Likes
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Add a Managed Account Payment Method
2314 Views 0 Likes
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Add a Managed Gift
2299 Views 0 Likes
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How a Donor adds a Mobile Phone Number to an Online Giving Account
1886 Views 0 Likes
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Account Types
2523 Views 3 Likes
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How a Donor Cancels a Pledge Gift
1706 Views 0 Likes
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How a Donor Creates an Account when Creating a Gift
3449 Views 3 Likes
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How Returning Donors Sign into the Public Site
2597 Views 1 Like
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Create a New Donor Provided Default Email When Adding a Managed Account
1967 Views 0 Likes
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Pause and Resume a Gift on the Donor's Site
475 Views 1 Like
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Cancel a Pledge on the Donor Site
594 Views 0 Likes
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Donor Credit Card Information Updates
420 Views 1 Like
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Update a Managed Gift for a Managed Account
1956 Views 0 Likes
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How a Donor Cancels a Gift
247 Views 0 Likes
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Account Detail Report
120 Views 0 Likes