Category Listing: Contacts and Records

Help on how to find or add people, donations, interactions, etc. into your database.

PayPal and Other Credit Card Fees

Memorial & Honorary Gifts

Third Party Gifts

Database Tabs

Mass Donation Updates Training Webinar

Live Duplicate Checking

NCOA Service (National Change of Address)

Linked User Defined Fields

Quick Search

Name Resolution Override

NULL and EMPTY

Refunded Donations

In Kind Donations

Matching Gifts

Soft Credits

Understanding Grid Settings (Default Grids vs. User Grids)

Donation Grid

Contact Grid

User Settings (User Grids, Search Field Settings, Excel Export Settings, Password Change)

Documents Tab