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User Management
View, update and manage your constituents, be they Donors, Participants, Volunteers, Purchasers, Attendees or Billing Contacts.
Surveys
Donors
- How do I change a recurring donor's credit card?
- How can I change someone's name on the honour roll?
- What does the "Noncompliant with TLS" error mean?
- How do constituents change their password?
- How do I move a donation?
- If I change a user's information, is it re-exported?
- How to edit an existing user?
- Enabling the portal for recurring donors to update their credit card and gift information
- Changing a donor's gift type or tribute card (eCard & Printed)
Participants & Teams
- How do I manage teams?
- How do I unlock a participant's password?
- Can we auto-create or import participants in bulk?
- How do I delete a participant?
- How are fundraising milestone badges assigned to participants?
- Allow Peer-to-Peer fundraising teams to have multiple captains
- Enhanced "Super Starter" onboarding experience for Peer-to-Peer fundraisers