Site Settings
- Include Soft Credits in your Giving Snapshot
- How to Add Users and Solicitors
- Manage Your Web Forms Settings
- Setting up Multi-Factor Authentication
- Managing General Defaults
- How to Set Up Membership Types
- How to Add an Appeal
- Creating and Managing Custom Fields
- Manage Gift Settings
- How to Add a Fund
- How to Add a Solicitor
- How to Add a Campaign
- Manage User Accounts
- How to Access the Integration with Mailchimp
- How to Add an Appeal Category
- Managing Lookup Tables
- How to Create a $0 Membership for Tracking Purposes
- How to Create Recognition Levels
- Setting Permissions for User Roles
- Suggestions for Custom Fields When Tracking Volunteers