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Category Listing: Contacts and Records

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

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Copy a Donation

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Data Entry – Which Tool Should You Use?

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PayPal and Other Credit Card Fees

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Memorial & Honorary Gifts

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Third Party Gifts

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Database Tabs

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Mass Donation Updates Training Webinar

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Live Duplicate Checking

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NCOA Service (National Change of Address)

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Linked User Defined Fields

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Quick Search

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Name Resolution Override

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NULL and EMPTY

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Refunded Donations

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In Kind Donations

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Matching Gifts

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Soft Credits

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Understanding Grid Settings (Default Grids vs. User Grids)

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Donation Grid

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Contact Grid

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