Site Settings
- How to Add Users and Solicitors
- Manage Your Web Forms Options
- Managing General Defaults
- Creating and Managing Custom Fields
- How to Add an Appeal
- Manage User Accounts
- How to Set Up Membership Types
- Manage Gift Settings
- Managing Lookup Tables
- Settings for the Contacts Duplicates Check
- How to Access the Integration with Mailchimp
- How to Add a Dropdown Custom Field
- How to Add a Solicitor
- How to Add a Fund
- How to Add an Appeal Category
- How to Create Recognition Levels
- How to Create a $0 Membership for Tracking Purposes
- How to Add a Campaign
- Types of Lookup Tables
- How to Add a Text Box Custom Field