Category Listing: Maintenance and Setup

Administrative tools, customizing users, building drop-downs and adding new fields.

Site Setup – Email Settings

Date: July 18, 2018
By: Joanna Loops
Categories: Site Setup

Site Setup – User Defined Setup – Adding and Customizing Extra Fields

Date: July 18, 2018
By: Joanna Loops
Categories: Site Setup

Site Setup – DonorSnap Site Lookups – How to Customize a Drop-Down

Date: July 18, 2018
By: Joanna Loops
Categories: Site Setup

Site Setup – Site Information

Date: July 18, 2018
By: Joanna Loops
Categories: Site Setup

Excel Import – Loaded Data Listing (how to Undo an Import)

Date: July 17, 2018
By: Joanna Loops
Categories: Excel Import, Import from Excel

Excel Import Tool

Date: July 17, 2018
By: Joanna Loops
Categories: Excel Import, Import from Excel

Update Contact Information with the Excel Import tool

Date: July 17, 2018
By: Joanna Loops
Categories: Excel Import, Import from Excel

goEmerchant Setup

Date: July 14, 2018
By: Joanna Loops
Categories: Maintenance and Setup, Responsive Forms - goEmerchant

Label Lines

Date: July 13, 2018
By: Joanna Loops
Categories: Communication Tools, DataMiner Platinum, Maintenance and Setup

Organization Contact

Date: July 13, 2018
By: Joanna Loops
Categories: Contacts and Records, Maintenance and Setup

Dashboard

Date: July 13, 2018
By: Joanna Loops
Categories: Dashboard

User Setup

Date: July 11, 2018
By: Joanna Loops
Categories: Maintenance and Setup

users, security, rights, admin, administration

Change your Year End Date

Date: July 11, 2018
By: Joanna Loops
Categories: Maintenance and Setup

Interaction Mass Update

Date: July 10, 2018
By: Joanna Loops
Categories: Communication Tools, Maintenance and Setup