11 articles
How to Review Donation Information for Your Monthly Disbursement
Syncing Transactions to QuickBooks Online
Enabling Your Own "From" Email Address on Email Blasts
Tracking External Email Communication
Creating Complex Filters
Soft Credits 101
Enabling the QuickBooks Online Integration with Donor Management
Troubleshooting the QuickBooks Online Integration
Preparing for Your 2024 Looking Forward Campaign
Looking Forward in 2024: Engagement Plan - FAQ
Donor Engagement Plans - FAQ