Featured Training
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Customer Management – 08. Remarks and Alerts
Customer Management Processing – Remarks and Alerts Remarks and Alerts can be added to any customer’s record. To add a ... Go Learn
Identify the HTML element(s) producing a specific UI component
The example used in these instructions is from the SSA Exhibitor Portal. To identify the HTML element(s) producing the “Name: ... Go Learn
Deferred Income Recognition
Click submit or batch to run the program. Note – if the process will take some time to complete, it ... Go Learn
Donor Retention Rate report
The Donor Retention Rate report can be found by going to Reporting | Fundraising | Donor Retention Rate (/f?p=FND:9110:4938358938742:::9110:::) Inter/Intra ... Go Learn
Fundraising Pledge Report (Recurring Donations)
At a future date (as an example: a year from now) you can see how many of those monthly increments ... Go Learn
Address Verification
Basic address verification functionality provided at a monthly charge per 10,000 addresses, with Advanced address verification provided for an additional ... Go Learn
Committee Documents
This article describes how to upload documents to the system in order to be available to committee members. Committee documents ... Go Learn
Substitute New Registrant
When making a registration substitution, you’ll have a final payment and batch selection page to submit, depending on whether the ... Go Learn
Creating a Note
There are multiple ways to create a note within the Sales Module and link the note to a customer record. ... Go Learn