Video
VIDEO: How to make a pledge on a constituent’s behalf if I’m a nonprofit’s employee (Admin)
Video: How to make a pledge on a constituent’s behalf if I’m a nonprofit’s employee (Admin): 1. See how an Admin creates a Pledge 2. Note how the Pledge creates as many separate, but linked, Donations, as specified by the frequency of payment. 3. Finally see how Admin can capture funds from one of the [...]
VIDEO: How to make a donation if I’m a nonprofit’s constituent (CU) when already registered
Donation from a registered CU VIDEO under 3 minutes: How to make a donation if I’m a nonprofit’s constituent (CU) when already registered In this video (just click on the link above) you can observe: 1. How a registered Contact User (CU) or the organization’s constituent logs in, and makes a donation 2. How an [...]
Help Guide with Videos
1. Contacts How to save a new contact – for admin and for CU How to search for a new contact 2. Donations and Pledges VIDEO: How to make a donation if I’m a nonprofit’s constituent (Contact User – CU) with registration VIDEO: How to make a donation if I’m a nonprofit’s registered constituent (CU) [...]
