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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
1754 Views 0 Likes
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Update Missing Envelope Numbers
1985 Views 3 Likes
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Refund a Contribution through an Online Giving Fund
1031 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
2123 Views 0 Likes
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Refund a Contribution through a Donor Account
1300 Views 0 Likes
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About Activity History
1117 Views 0 Likes
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About Managed Accounts
3037 Views 3 Likes
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Reset Donor Password
1928 Views 0 Likes
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How a Donor Creates a Gift to Give Now
2239 Views 0 Likes
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How a Donor Creates a Gift For a Pledge
1841 Views 0 Likes
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Add a Managed Account for Online Giving
2628 Views 3 Likes
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Refund a Donor Account for a Removed Donor
1022 Views 0 Likes
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Remove Donor Account
1619 Views 4 Likes
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Donor Option to Increase Donation when Using a Credit Card
2325 Views 2 Likes
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Edit a Note on a Donor Record
1916 Views 0 Likes
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Delete a Note on a Donor Record
1662 Views 0 Likes
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Add a Note to Donor Record
1801 Views 0 Likes
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Unmatch Directory and Public Accounts
1522 Views 1 Like
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Ideas to Increase Your Donors
989 Views 0 Likes
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Turn a Donor’s Account Email Pledge Updates Off or On
2068 Views 0 Likes
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Add a Trusted Device with Two-factor Authentication
1767 Views 0 Likes
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Donors can Disable Two-factor Authentication
1878 Views 1 Like
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Donors can Enable Two-factor Authentication
2080 Views 2 Likes
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About Two-factor Authentication
2551 Views 0 Likes
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Void Transactions
2255 Views 1 Like
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View the Source of a Gift from the Gift Detail Page
1041 Views 0 Likes
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Donor Email Preferences
2106 Views 0 Likes
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Add a Managed Account for Church Manager
1077 Views 0 Likes
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Add Multiple Managed Accounts
2394 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
1290 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
4014 Views 15 Likes
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How a Donor Updates an Expiration Date on a Payment Method
1783 Views 2 Likes
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Delete a Payment Method on an Account
1772 Views 1 Like
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How a Donor Deletes a Payment Method
1753 Views 0 Likes
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Update the Expiration Date on a Payment Method
1765 Views 1 Like
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Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID
1796 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Address
1599 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Email Address
1723 Views 0 Likes
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Avoid Duplicating a Managed Account with an Existing Donor Name
1736 Views 0 Likes
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How the Donor Accepts an Invitation to Self Manage the Account
2261 Views 0 Likes
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Convert a Managed Account to a Self Managed Account
2568 Views 2 Likes
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Resend the Invitation to Self Manage an Account
1775 Views 0 Likes
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Cancel an Invitation to Self Manage an Account
1961 Views 0 Likes
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Update a Donor’s Managed Account Address
1813 Views 0 Likes
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Add or Change a Managed Account Default Email Address
2055 Views 1 Like
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Turn a Donor’s Account Email Gift Reminder Off or On
2113 Views 0 Likes
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Update a Donor’s Managed Account Name, Phone Number, or Email Address
1934 Views 0 Likes
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Add a Managed Account Payment Method
2226 Views 0 Likes
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Add a Managed Gift
2196 Views 0 Likes
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How a Donor adds a Mobile Phone Number to an Online Giving Account
1798 Views 0 Likes
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Account Types
2399 Views 3 Likes
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How a Donor Cancels a Pledge Gift
1633 Views 0 Likes
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How a Donor Creates an Account when Creating a Gift
3270 Views 3 Likes
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How Returning Donors Sign into the Public Site
2503 Views 1 Like
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Create a New Donor Provided Default Email When Adding a Managed Account
1885 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
552 Views 0 Likes
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Donor Credit Card Information Updates
373 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
48 Views 0 Likes