11 articles
How to Review Donation Information for Your Monthly Disbursement
Syncing Transactions to QuickBooks Online
Enabling Your Own "From" Email Address on Email BlastsAn extra personal touch for your automated emails.
Tracking External Email CommunicationKeep all your communication with a contact close at hand!
Creating Complex FiltersHow to use filters to create segments of contacts
Soft Credits 101Credit your donors for donations they directly or indirectly influenced.
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