Download Donation Manual

1
2
3
4
5
6
Getting Started
1.1
How to register software
5
1.2
Ribbon
8
1.3
List Screens
9
1.4
Common Elements found on screens
17
Contact Management
2.1
Contact Screen
20
2.2
Contact Duplicate Detection
29
Donations and Pledges
3.1
Donation Screen
31
3.2
Batch Donations
34
3.3
QuickBooks Integration
40
3.4
Pledge Screen
42
Campaigns and Events
4.1
Campaign Screen
46
4.2
Event Screen
48
Activities and Opportunities
5.1
Activity Screen
51
5.2
Opportunity Screen
52
Companies, Employees and Invoices
6.1
Company Screen
54
6.2
Employee Screen
56
6.3
Invoice Screen
58