Guides
EN - How To Dos
EN - How To DosIntegrationsEnglish
EN - How To Dos
EN - How To DosIntegrationsEnglish
  • How To Dos
  • Login into Admin Portal
  • Go to Donors Table
    • Create a Donor View
      • How to Search Donor
    • How to create new donor
    • Export Donor Table Data
    • Select Donor Form
    • Archive a Donor
    • Add Sponsorship to Donor
    • Filter Donor Table Data
    • Add Payment Method To Commitment
    • Edit Commitment From Donor Profile
    • Restore Archived Commitments
    • Archive/Pause/Stop Commitment
    • Edit Recipient From Donor Profile
    • Preview Donor
      • View Donor Profile Page
      • View and Add Donor Notes
      • Add Donation
  • Recipient Programs
    • Create Program
      • Delete Program
    • Add Recipient To Program
    • Create Program View
    • Filter Table Data
    • How to Archive a Recipient
    • Export Recipient Table Data
    • Select Recipient Program Form
    • Search Recipient
    • Program's embedded code and Donor Sign Up links
    • View Recipient Data
    • Archive Recipient
      • Bulk Edit, Move and Archive Recipients.
    • Restore Archived Recipient
    • Delete Archived Recipient
  • How to stop a sponsorship or commitment after a certain date.
  • Go to Message Manager
    • Select Message By Status
    • Reply To Message
    • Assign Message to Admin
    • Change status of message
  • Go To Donations Page
    • Select Donation Range
    • Filter through date range
    • Export Donation Data
  • Go To Program Options
    • Create and Edit Programs.
    • Get Donor Login Link
    • Create Program Form
    • Attach Forms on Programs
    • Get Program View Front Page
    • Delete Program Form
    • Edit Form
    • Create Form Field
    • Edit Form Field
    • Delete Form Field
    • Create Program Setting
    • Create Auto Email
    • Edit Program Setting
    • Edit Auto Email
    • Delete Auto Email
    • Set Email Templates
    • Create Additional Gift
    • Edit Additional Gifts
    • Delete Additional Gift
  • Admins and Permissions.
  • Go to Account Settings
    • Edit Email Settings
    • Go to Billing Page
    • Edit Credit Card Info
  • Integrations and Payment Gateways
  • Progress Reports
    • Create Form for Report
    • Add Report data
    • View Progress Report
  • Setup searchable fields
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