Knowledge Base

General Navigation

• How to Add a Permission Set
• iATS Reject Codes
• Understanding the ACH Process
• Putting a Gift "On Hold" in Causeview and iATs
• Creating a Support Ticket in Causeview Support
• Getting Familiar with the Home Screen

Lightning Interface

• New Matching Gift Interface
• How to Switch from Classic to Lightning
• Gift Batch Interface Changes
• Record Detail Page Changes
• Tab Default Page Changes

Year-End Processes

• Causeview’s Year-End Process
• Consolidated Receipts - Year End Process

Organizations, Households, and Individuals

• Setting your Individual Bucket Account & Adding Historical Buckets
• Your network of constituents: Accounts, Affiliations, Relationships and Households
• Create a New Individual
• Create a New Household

Campaigns, Appeals, and Events

• Creating an Offline Event Registration
• Campaign, Appeal, and Event Hierarchies
• Create an Event

Actionpages

• Create an Actionpage
• How to Update a Published Actionpage
• Basics of Actionpages and Code Snippets
• Customizing Giving Amounts on an Actionpage

New Gift Interface

• Create a New Gift - Using the New Gift Button
• Issue a Refund
• The Difference between Pledges and Recurring Gifts
• Locate and view an open pledge
• Process and edit pledge payments
• Create a new pledge payment

See all 12 articles

Gift Batch

• Gift Batch .XLS Function
• Process a new Gift Batch
• Create Batch Templates
• Process a New Gift Batch using the Enhanced Gift Batch Interface
• Enhanced Gift Batch Interface - Configuration Guide

Receipting and Year End Process

• Post to Finance
• The Difference between Online and Offline Receipting
• Create a Consolidated Receipt
• Void a Receipt
• Causeview Status Definitions (New Users)
• Credit Card Expiry Notifications

See all 8 articles

Reporting

• Reporting Functionality
• Run a Causeview Installed Report 2.0
• Customize a Report
• Schedule at Automatic Report
• Use the Master Transaction Report

Volunteers

• Create a Volunteer Opportunity
• Create a Volunteer Application

Gift Aid - UK Customers

• Gift Aid - Selecting Payment Types
• Requirements for Gift-Aid